Ellevest, Inc. Invesco Fd Tr Transaction History

Ellevest, Inc.

$1.61 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$26.97 - $30.38 $2,319 - $2,612	86 New	86 $2,000
Q4 2021 Jan 24, 2022	SELL	$35.57 - $39.02 $2,169 - $2,380	-61 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$37.05 - $39.82 $2,260 - $2,429	61 New	61 $2,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$289 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.35 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.68 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.73 Million
1.57% of portfolio

About INVESCO FD TR

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