Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$40.88 - $51.27 $2,861 - $3,588	70 New	70 $10,000
Q4 2018 Feb 13, 2019	SELL	N/A	-330 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	330 New	330 $22,000

Others Institutions Holding PTF

# of Institutions

100

Shares Held

4.25M

Call Options Held

1.3K

Put Options Held

400

Lpl Financial LLC Fort Mill, SC

577K
Shares

$44 Million
0.02% of portfolio
Morgan Stanley New York, NY

573K
Shares

$43.8 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$36.4 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

256K
Shares

$19.6 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

239K
Shares

$18.2 Million
1.48% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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