Financial Synergies Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Apr 04, 2024	BUY	$19.88 - $22.48 $4,771 - $5,395	240 New	240 $4.93 Million

Others Institutions Holding PEY

# of Institutions

202

Shares Held

22.3M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$137 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$62.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$43 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$29.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

401K
Shares

$9.12 Million
0.02% of portfolio

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