Capital Analysts, LLC Invesco Exchange Traded Fd Tr Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$45.4 - $54.71 $6,946 - $8,370	-153 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$51.43 - $59.66 $7,868 - $9,127	153 New	153 $8,000

Others Institutions Holding PFI

# of Institutions

31

Shares Held

754K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

268K
Shares

$16.3 Million
1.4% of portfolio
Janney Montgomery Scott LLC

120K
Shares

$7.26 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.5K
Shares

$3.43 Million
0.0% of portfolio
Morgan Stanley New York, NY

42.4K
Shares

$2.57 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

38.8K
Shares

$2.35 Million
0.24% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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