Claro Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Claro Advisors LLC

$706 Million
Q3 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

41

Shares Held

722K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

124K
Shares

$3.34 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

110K
Shares

$2.96 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.6K
Shares

$2.45 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

69.8K
Shares

$1.89 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

58K
Shares

$1.57 Million
0.55% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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