Evergreen Wealth Solutions, LLC Invesco Actively Mngd ETF Tr U Transaction History

Evergreen Wealth Solutions, LLC

$140 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$49.49 - $49.83 $512,270 - $515,790	10,351 New	10,351 $513,000

Others Institutions Holding GSY

# of Institutions

232

Shares Held

29.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.16M
Shares

$159 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.37M
Shares

$119 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$115 Million
0.06% of portfolio
Gradient Investments LLC

1.42M
Shares

$71.1 Million
2.02% of portfolio
Cambridge Investment Research Advisors, Inc.

1.37M
Shares

$68.9 Million
0.25% of portfolio

About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
Sector ETFs
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