Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	BUY	$20.07 - $23.36 $40 - $46	2 New	2 $0
Q2 2022 Aug 12, 2022	BUY	$20.44 - $24.28 $16,352 - $19,424	800 New	800 $16,000

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

$3.09 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

110K
Shares

$2.74 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.6K
Shares

$2.27 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

69.8K
Shares

$1.75 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

58K
Shares

$1.45 Million
0.55% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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