Centric Wealth Management Invesco Ex Traded Self Indx Fd Transaction History

Centric Wealth Management

$383 Million
Q3 2024

A detailed history of Centric Wealth Management transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Centric Wealth Management holds 6,564 shares of IUS stock, worth $329,250. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,564

Holding current value

$329,250

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$46.07 - $50.3 $302,403 - $330,169	6,564 New	6,564 $330,000

Others Institutions Holding IUS

# of Institutions

Shares Held

5.79M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

976K
Shares

$48.9 Million
0.02% of portfolio
Aveo Capital Partners, LLC

538K
Shares

$27 Million
2.97% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

443K
Shares

$22.2 Million
0.05% of portfolio
Intelligence Driven Advisers, LLC

433K
Shares

$21.7 Million
3.14% of portfolio
Envestnet Asset Management Inc

294K
Shares

$14.8 Million
0.0% of portfolio

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About INVESCO EX-TRADED SELF INDX FD

Ticker IUS
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Centric Wealth Management Invesco Ex Traded Self Indx Fd Transaction History