Capital Advisory Group Advisory Services, LLC Invesco Actively Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$83.36 - $94.33 $35,844 - $40,561	-430 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	$77.92 - $88.18 $7,792 - $8,818	-100 Reduced 18.87%	430 $37,000
Q1 2020 May 18, 2020	BUY	$58.79 - $103.07 $31,158 - $54,627	530 New	530 $38,000

Others Institutions Holding PSR

# of Institutions

Shares Held

401K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

52K
Shares

$4.71 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

44.2K
Shares

$4 Million
0.04% of portfolio
Koshinski Asset Management, Inc.

32.3K
Shares

$2.92 Million
0.26% of portfolio
Morgan Stanley New York, NY

27.5K
Shares

$2.49 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

20.1K
Shares

$1.82 Million
0.02% of portfolio

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