Glassman Wealth Services Invesco Exchange Traded Fd Tr Transaction History

Glassman Wealth Services

$542 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$28.82 - $35.1 $14,410 - $17,550	-500 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$17.79 - $28.21 $8,895 - $14,105	500 New	500 $12,000

Others Institutions Holding PXI

# of Institutions

41

Shares Held

709K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

179K
Shares

$7.51 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

99.5K
Shares

$4.17 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

93.9K
Shares

$3.93 Million
2.54% of portfolio
Lpl Financial LLC Fort Mill, SC

46.1K
Shares

$1.93 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

37.2K
Shares

$1.56 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
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