Claraphi Advisory Network, LLC Invesco Exchange Traded Fd Tr Transaction History

Claraphi Advisory Network, LLC

$248 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$32.82 - $35.0 $86,382 - $92,120	-2,632 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$33.7 - $35.16 $88,698 - $92,541	2,632 New	2,632 $92,000

Others Institutions Holding PUI

# of Institutions

41

Shares Held

753K

Call Options Held

5.3K

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

330K
Shares

$15.3 Million
1.58% of portfolio
Lpl Financial LLC Fort Mill, SC

94.3K
Shares

$4.38 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

45.1K
Shares

$2.1 Million
1.2% of portfolio
Morgan Stanley New York, NY

43.5K
Shares

$2.02 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

42K
Shares

$1.95 Million
0.01% of portfolio

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