Cary Street Partners Investment Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$42.25 - $46.34 $3,168 - $3,475	75 Added 84.27%	164 $6,000
Q2 2023 Aug 10, 2023	BUY	$44.95 - $47.58 $4,000 - $4,234	89 New	89 $4,000

Others Institutions Holding PBJ

# of Institutions

Shares Held

1.01M

Call Options Held

Put Options Held

Kingsview Wealth Management, LLC Grants Pass, OR

140K
Shares

$6.6 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

127K
Shares

$6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

125K
Shares

$5.88 Million
0.0% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

79.1K
Shares

$3.73 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

59.8K
Shares

$2.82 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBJ
Sector ETFs
Industry ETFs

More about PBJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account