Cwm, LLC Invesco Vrdo Tax Free ETF Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$24.74 - $24.9 $230,106 - $231,594	-9,301 Reduced 98.97%	97 $2,000
Q3 2023 Oct 11, 2023	BUY	$24.79 - $24.94 $232,976 - $234,386	9,398 New	9,398 $233,000

Others Institutions Holding PVI

# of Institutions

26

Shares Held

512K

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

77K
Shares

$1.92 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

68.4K
Shares

$1.71 Million
0.0% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

47.2K
Shares

$1.18 Million
0.03% of portfolio
Jane Street Group, LLC New York, NY

42.9K
Shares

$1.07 Million
0.0% of portfolio
Janney Capital Management LLC

40.9K
Shares

$1.02 Million
0.07% of portfolio

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