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

141

Shares Held

3.69M

Call Options Held

5.7K

Put Options Held

7.9K

Morgan Stanley New York, NY

904K
Shares

$18.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

476K
Shares

$9.71 Million
0.0% of portfolio
Citigroup Inc

382K
Shares

$7.81 Million
0.0% of portfolio
Ubs Group Ag

199K
Shares

$4.07 Million
0.0% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$3.42 Million
0.0% of portfolio

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