Edge Financial Advisors LLC Invesco S&P 500 Equal Weight E Transaction History

Edge Financial Advisors LLC

$113 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$153.84 - $169.37 $189,530 - $208,663	1,232 New	1,232 $209 Million

Others Institutions Holding RSP

# of Institutions

1,804

Shares Held

226M

Call Options Held

4.56M

Put Options Held

6.39M

Morgan Stanley New York, NY

24.7M
Shares

$4.54 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.11 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$3.45 Billion
0.28% of portfolio
Goldman Sachs Group Inc New York, NY

9.19M
Shares

$1.69 Billion
0.26% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.41 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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