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	$46.43 - $50.64 $19,500 - $21,268	420 New	420 $21,000
Q4 2021 Feb 15, 2022	SELL	$44.89 - $48.92 $18,853 - $20,546	-420 Closed	0 $0
Q2 2018 May 28, 2020	BUY	$35.27 - $37.26 $14,813 - $15,649	420 New	420 $15,000

Others Institutions Holding PWV

# of Institutions

162

Shares Held

11M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.41M
Shares

$204 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$67.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

620K
Shares

$37.1 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

536K
Shares

$32.1 Million
0.02% of portfolio
Ubs Group Ag

502K
Shares

$30.1 Million
0.01% of portfolio

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