Cerity Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Cerity Partners LLC

$37.7 Billion
Q1 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

61

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

637K
Shares

$30.2 Million
0.02% of portfolio
Cibc World Market Inc. Toronto, A6

608K
Shares

$28.8 Million
0.07% of portfolio
Barry Investment Advisors, LLC

283K
Shares

$13.4 Million
4.57% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

237K
Shares

$11.2 Million
6.81% of portfolio
Bank Of America Corp Charlotte, NC

130K
Shares

$6.18 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.