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

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	SELL	$40.0 - $55.58 $568,120 - $789,402	-14,203 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$48.71 - $61.36 $684,960 - $862,844	14,062 Added 9973.05%	14,203 $1.29 Million
Q1 2021 May 14, 2021	BUY	$43.56 - $57.66 $6,141 - $8,130	141 New	141 $20,000

Others Institutions Holding PTF

# of Institutions

100

Shares Held

4.25M

Call Options Held

1.3K

Put Options Held

400

Lpl Financial LLC Fort Mill, SC

577K
Shares

$43.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

573K
Shares

$43.5 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$36.2 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

256K
Shares

$19.4 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

239K
Shares

$18.1 Million
1.48% of portfolio

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