Claro Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Claro Advisors LLC

$540 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$19.36 - $22.22 $8,286 - $9,510	-428 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$18.31 - $22.16 $7,836 - $9,484	428 New	428 $9,000

Others Institutions Holding CVY

# of Institutions

42

Shares Held

706K

Call Options Held

0

Put Options Held

0

Hbk Sorce Advisory LLC Erie, PA

107K
Shares

$2.69 Million
0.1% of portfolio
Morgan Stanley New York, NY

93.8K
Shares

$2.34 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

91.5K
Shares

$2.29 Million
0.0% of portfolio
Mgb Wealth Management, LLC Addison, TX

59.3K
Shares

$1.48 Million
0.62% of portfolio
Cambridge Investment Research Advisors, Inc.

54.9K
Shares

$1.37 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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