Colony Group LLC Invesco Exchange Traded Fd Tr Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$16.85 - $19.84 $2,830 - $3,333	-168 Reduced 1.65%	10,000 $171,000
Q1 2022 May 16, 2022	BUY	$18.28 - $19.75 $185,871 - $200,818	10,168 New	10,168 $200,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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