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

178K

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$4.17 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$2.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.37 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$1.02 Million
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$1.01 Million
0.21% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PYZ
Sector ETFs
Industry ETFs

More about PYZ

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