Claret Asset Management Corp Invesco Exchange Traded Fd Tr Transaction History

Claret Asset Management Corp

$595 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 30, 2018	SELL	$17.51 - $20.51 $247,416 - $289,806	-14,130 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$19.3 - $22.12 $272,709 - $312,555	14,130 New	14,130 $283,000

Others Institutions Holding PIE

# of Institutions

63

Shares Held

4M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

549K
Shares

$11.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

432K
Shares

$8.73 Million
0.01% of portfolio
Morgan Stanley New York, NY

337K
Shares

$6.8 Million
0.0% of portfolio
Maltin Wealth Management, Inc.

275K
Shares

$5.55 Million
3.54% of portfolio
M Holdings Securities, Inc. Portland, OR

240K
Shares

$4.85 Million
0.84% of portfolio

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