Edge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Edge Wealth Management LLC

$475 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 11, 2019	SELL	N/A	-840 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	N/A	840 New	840 $56,000

Others Institutions Holding PJP

# of Institutions

97

Shares Held

793K

Call Options Held

0

Put Options Held

0

Peak Asset Management, LLC Louisville, CO

137K
Shares

$11.8 Million
2.25% of portfolio
Morgan Stanley New York, NY

66.7K
Shares

$5.74 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.5K
Shares

$4.52 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.7K
Shares

$3.76 Million
0.0% of portfolio
Dumont & Blake Investment Advisors LLC

39.5K
Shares

$3.4 Million
0.48% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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