Capital Advisory Group Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	BUY	$38.61 - $51.98 $4,324 - $5,821	112 New	112 $15,000
Q4 2021 Feb 15, 2022	SELL	$40.99 - $51.81 $12,706 - $16,061	-310 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$34.98 - $42.83 $6,926 - $8,480	198 Added 176.79%	310 $37,000
Q1 2020 May 18, 2020	BUY	$15.5 - $24.44 $1,736 - $2,737	112 New	112 $6,000

Others Institutions Holding PSI

# of Institutions

140

Shares Held

4.54M

Call Options Held

5.1K

Put Options Held

1.7K

Lpl Financial LLC Fort Mill, SC

501K
Shares

$28.9 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

414K
Shares

$23.8 Million
0.04% of portfolio
Morgan Stanley New York, NY

398K
Shares

$22.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

355K
Shares

$20.4 Million
0.0% of portfolio
Ubs Group Ag

226K
Shares

$13 Million
0.0% of portfolio

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