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
Q2 2023 Aug 10, 2023	BUY	$34.03 - $40.86 $13,101 - $15,731	385 Added 116.67%	715 $28,000
Q4 2022 Feb 14, 2023	BUY	$36.32 - $52.3 $11,985 - $17,259	330 New	330 $12,000

Others Institutions Holding PBW

# of Institutions

142

Shares Held

3.32M

Call Options Held

5.7K

Put Options Held

10.5K

Morgan Stanley New York, NY

829K
Shares

$16.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

361K
Shares

$7.28 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

242K
Shares

$4.88 Million
0.0% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$3.38 Million
0.0% of portfolio
Macquarie Group LTD Australia, C3

164K
Shares

$3.3 Million
0.0% of portfolio

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