Ellevest, Inc. Invesco Exchange Traded Fd Tr Transaction History

Ellevest, Inc.

$1.48 Billion
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$56.71 - $73.23 $396 - $512	-7 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$66.91 - $74.57 $13,047 - $14,541	-195 Reduced 96.53%	7 $1,000
Q1 2021 May 03, 2021	BUY	$63.11 - $72.93 $12,748 - $14,731	202 New	202 $14,000

Others Institutions Holding PWB

# of Institutions

179

Shares Held

6.41M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

884K
Shares

$88.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

773K
Shares

$77 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

470K
Shares

$46.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

386K
Shares

$38.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

380K
Shares

$37.8 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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