Essex Savings Bank Invesco Exchange Traded Fd Tr Transaction History

Essex Savings Bank

$370 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 09, 2019	SELL	N/A	-1,902 Closed	0 $0
Q1 2019 May 06, 2019	BUY	N/A	30 Added 1.6%	1,902 $108,000
Q4 2018 Feb 01, 2019	BUY	N/A	1,872 New	1,872 $91,000

Others Institutions Holding PDP

# of Institutions

188

Shares Held

7.06M

Call Options Held

6.7K

Put Options Held

3.9K

Morgan Stanley New York, NY

761K
Shares

$78.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

587K
Shares

$60.6 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

560K
Shares

$57.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

466K
Shares

$48.1 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

426K
Shares

$44 Million
0.07% of portfolio

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