Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$43.44 - $46.74 $31,971 - $34,400	736 Added 245.33%	1,036 $48,000
Q2 2021 Aug 16, 2021	BUY	$43.12 - $45.39 $12,936 - $13,617	300 New	300 $13,000

Others Institutions Holding DJD

# of Institutions

64

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Cibc World Market Inc. Toronto, A6

586K
Shares

$30.5 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

521K
Shares

$27.1 Million
0.01% of portfolio
Barry Investment Advisors, LLC

306K
Shares

$15.9 Million
5.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

232K
Shares

$12.1 Million
6.8% of portfolio
Bank Of America Corp Charlotte, NC

112K
Shares

$5.84 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.