Gradient Investments LLC Invesco Exchange Traded Fd Tr Transaction History

Gradient Investments LLC

$3.51 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$24.75 - $28.08 $3,836 - $4,352	-155 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	155 New	155 $7,000

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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.