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	BUY	$65.02 - $80.84 $33,160 - $41,228	510 New	510 $37,000
Q4 2021 Feb 15, 2022	SELL	$73.2 - $82.12 $37,332 - $41,881	-510 Closed	0 $0
Q2 2018 May 28, 2020	BUY	$41.86 - $46.81 $21,348 - $23,873	510 New	510 $23,000

Others Institutions Holding PWB

# of Institutions

176

Shares Held

5.97M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

803K
Shares

$85.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

777K
Shares

$82.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

386K
Shares

$40.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

375K
Shares

$39.8 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

262K
Shares

$27.8 Million
0.09% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
Sector ETFs
Industry ETFs

More about PWB

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