Family Management Corp Invesco Exchange Traded Fd Tr Transaction History

Family Management Corp

$593 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$18.0 - $21.28 $36,000 - $42,560	2,000 New	2,000 $42,000

Others Institutions Holding PEY

# of Institutions

207

Shares Held

22.8M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$131 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$60 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$41.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$28.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

401K
Shares

$8.74 Million
0.02% of portfolio

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