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	$77.36 - $89.78 $3,868 - $4,489	50 Added 102.04%	99 $7,000
Q2 2023 Aug 10, 2023	BUY	$76.44 - $85.74 $3,745 - $4,201	49 New	49 $4,000

Others Institutions Holding PYZ

# of Institutions

Shares Held

193K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

30.3K
Shares

$2.83 Million
0.0% of portfolio
Truist Financial Corp

26.6K
Shares

$2.48 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

20.4K
Shares

$1.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

16K
Shares

$1.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

11K
Shares

$1.03 Million
0.0% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

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