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

Executive Wealth Management, LLC

$1.16 Billion
Q3 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

197

Shares Held

7.05M

Call Options Held

13.4K

Put Options Held

11K

Morgan Stanley New York, NY

713K
Shares

$78.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$65.5 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

555K
Shares

$61 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$50.9 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

415K
Shares

$45.6 Million
0.06% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PDP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.