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	$49.8 - $57.21 $2,241 - $2,574	45 Added 24.59%	228 $11,000
Q2 2023 Aug 10, 2023	BUY	$43.75 - $54.38 $8,006 - $9,951	183 New	183 $9,000

Others Institutions Holding PKB

# of Institutions

Shares Held

2.92M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

841K
Shares

$72.3 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

457K
Shares

$39.4 Million
0.05% of portfolio
Morgan Stanley New York, NY

447K
Shares

$38.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

195K
Shares

$16.8 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

126K
Shares

$10.9 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKB
Sector ETFs
Industry ETFs

More about PKB

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