Executive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Executive Wealth Management, LLC

$494 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 01, 2019	SELL	N/A	-16 Reduced 4.43%	345 $21,000
Q4 2018 Feb 19, 2019	BUY	N/A	361 New	361 $17,000

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

About INVESCO EXCHANGE-TRADED FD TR

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