Elmwood Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$15.94 - $17.73 $3,235 - $3,599	-203 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$15.34 - $17.79 $3,114 - $3,611	203 New	203 $3,000

Others Institutions Holding PIE

# of Institutions

63

Shares Held

4M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

549K
Shares

$11.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

432K
Shares

$8.73 Million
0.01% of portfolio
Morgan Stanley New York, NY

337K
Shares

$6.8 Million
0.0% of portfolio
Maltin Wealth Management, Inc.

275K
Shares

$5.55 Million
3.54% of portfolio
M Holdings Securities, Inc. Portland, OR

240K
Shares

$4.85 Million
0.84% of portfolio

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