First Republic Investment Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$38.61 - $51.98 $55,212 - $74,331	-1,430 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$40.99 - $51.81 $58,615 - $74,088	1,430 New	1,430 $220,000

Others Institutions Holding PSI

# of Institutions

139

Shares Held

3.85M

Call Options Held

5.1K

Put Options Held

1.7K

Lpl Financial LLC Fort Mill, SC

559K
Shares

$33.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

291K
Shares

$17.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

279K
Shares

$16.8 Million
0.0% of portfolio
Ubs Group Ag

210K
Shares

$12.6 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

193K
Shares

$11.6 Million
0.03% of portfolio

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