Eisner Amper Wealth Management Corporate Benefits, LLC Invesco Exchange Traded Fd Tr Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 01, 2021	SELL	$72.23 - $78.63 $497,448 - $541,524	-6,887 Closed	0 $0
Q2 2021 Jul 01, 2021	BUY	$74.07 - $82.01 $510,120 - $564,802	6,887 New	6,887 $531,000

Others Institutions Holding RPV

# of Institutions

231

Shares Held

17.3M

Call Options Held

10.8K

Put Options Held

Invesco Ltd. Atlanta, GA

5.97M
Shares

$541 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

1.84M
Shares

$167 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.71M
Shares

$154 Million
0.01% of portfolio
Regentatlantic Capital LLC Morristown, NJ

1.46M
Shares

$132 Million
3.04% of portfolio
Pfs Investments Inc. Duluth, GA

748K
Shares

$67.8 Million
0.95% of portfolio

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