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

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 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

942K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

128K
Shares

$5.85 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

103K
Shares

$4.7 Million
0.0% of portfolio
Ubs Group Ag

101K
Shares

$4.64 Million
0.0% of portfolio
Morgan Stanley New York, NY

69.5K
Shares

$3.18 Million
0.0% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

60.8K
Shares

$2.78 Million
2.04% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PBJ
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