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

Confluence Wealth Services, Inc.

$1.52 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$65.02 - $80.84 $13,329 - $16,572	-205 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$73.2 - $82.12 $15,006 - $16,834	205 New	205 $16,000

Others Institutions Holding PWB

# of Institutions

179

Shares Held

6.44M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

884K
Shares

$99.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

773K
Shares

$86.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

470K
Shares

$52.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

386K
Shares

$43.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

380K
Shares

$42.6 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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