Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$86.29 - $97.54 $60,403 - $68,278	-700 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$90.64 - $98.11 $63,448 - $68,677	700 New	700 $67,000

Others Institutions Holding PKW

# of Institutions

232

Shares Held

4.06M

Call Options Held

7.8K

Put Options Held

100

Bank Of America Corp Charlotte, NC

597K
Shares

$69 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

371K
Shares

$42.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

326K
Shares

$37.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$20.1 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$19.2 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
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