Cerity Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$41.01 - $43.81 $19,233 - $20,546	-469 Reduced 7.33%	5,931 $253,000
Q1 2023 May 11, 2023	BUY	$41.0 - $45.64 $262,400 - $292,096	6,400 New	6,400 $273,000

Others Institutions Holding DJD

# of Institutions

66

Shares Held

2.44M

Call Options Held

0

Put Options Held

0

Cibc World Market Inc. Toronto, A6

586K
Shares

$30.7 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

521K
Shares

$27.3 Million
0.01% of portfolio
Barry Investment Advisors, LLC

306K
Shares

$16 Million
5.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

232K
Shares

$12.2 Million
6.8% of portfolio
Bank Of America Corp Charlotte, NC

132K
Shares

$6.9 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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