Charter Oak Capital Management, LLC Invesco Actively Managed ETF F Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	BUY	$25.04 - $25.12 $62,600 - $62,800	2,500 New	2,500 $63,000

Others Institutions Holding VRIG

# of Institutions

127

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Invesco Ltd. Atlanta, GA

12.7M
Shares

$319 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.56M
Shares

$64.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.99M
Shares

$49.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.27M
Shares

$31.9 Million
0.08% of portfolio
Fiduciary Planning LLC Coral Springs, FL

1.03M
Shares

$25.8 Million
11.72% of portfolio

About INVESCO ACTIVELY MANAGED ETF F

Ticker VRIG
Sector ETFs
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