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

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	SELL	N/A	-14,203 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	N/A	14,062 Added 9973.05%	14,203 $1.29 Million
Q1 2021 May 14, 2021	BUY	N/A	141 New	141 $20,000

Others Institutions Holding PTF

# of Institutions

Shares Held

Call Options Held

4.9K

Put Options Held

500

Lpl Financial LLC Fort Mill, SC

574K
Shares

$36.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

482K
Shares

$31 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

466K
Shares

$30 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

257K
Shares

$16.5 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

239K
Shares

$15.4 Million
1.4% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PTF
Sector ETFs
Industry ETFs

More about PTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account