Capital Analysts, LLC Invesco Exchange Traded Fd Tr Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 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

33

Shares Held

751K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

271K
Shares

$15.5 Million
1.46% of portfolio
Janney Montgomery Scott LLC

120K
Shares

$6.89 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.8K
Shares

$3.26 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$2.27 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

38.8K
Shares

$2.23 Million
0.24% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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