Caldwell Trust CO Invesco ETF Tr Ii Ftse Rafi Em Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Oct 01, 2025	SELL	$18.01 - $21.54 $4,322 - $5,169	-240 Closed	0 $0
Q1 2022 Oct 01, 2025	BUY	$19.31 - $23.54 $4,634 - $5,649	240 New	240 $5 Million

Others Institutions Holding PXH

# of Institutions

225

Shares Held

51.6M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

24.1M
Shares

$488 Million
0.08% of portfolio
Itau Unibanco Holding S.A. Sao Paulo, D5

2.93M
Shares

$59.3 Million
2.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.58M
Shares

$52.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.9M
Shares

$38.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.85M
Shares

$37.6 Million
0.0% of portfolio

About INVESCO ETF TR II FTSE RAFI EM

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