Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PBP
# of Institutions
55Shares Held
2.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY457KShares$10.7 Million0.0% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.74 Million1.04% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management200KShares$4.68 Million0.13% of portfolio
-
Mount Lucas Management LP Newtown, PA112KShares$2.62 Million0.89% of portfolio
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Cullen/Frost Bankers, Inc.110KShares$2.56 Million0.03% of portfolio