Founders Financial Securities LLC Invesco Exchange Traded Fd Tr Transaction History

Founders Financial Securities LLC

$943 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 11, 2020	SELL	$46.94 - $51.63 $2.18 Million - $2.39 Million	-46,357 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$47.24 - $50.26 $94,385 - $100,419	1,998 Added 4.5%	46,357 $2.24 Million
Q2 2019 Jul 22, 2019	BUY	$45.34 - $49.0 $219,989 - $237,748	4,852 Added 12.28%	44,359 $2.15 Million
Q1 2019 Apr 25, 2019	BUY	$40.25 - $47.57 $310,086 - $366,479	7,704 Added 24.22%	39,507 $1.88 Million
Q4 2018 Feb 14, 2019	SELL	$38.42 - $48.53 $111,955 - $141,416	-2,914 Reduced 8.39%	31,803 $1.32 Million

Q3 2018 Oct 17, 2018	BUY	$44.76 - $48.34 $105,275 - $113,695	2,352 Added 7.27%	34,717 $1.68 Million
Q2 2018 Jul 18, 2018	BUY	$41.86 - $46.81 $1.35 Million - $1.52 Million	32,365 New	32,365 $1.46 Million

Others Institutions Holding PWB

# of Institutions

164

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

773K
Shares

$74.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

718K
Shares

$69.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

400K
Shares

$38.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

377K
Shares

$36.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

216K
Shares

$20.8 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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