Hbw Advisory Services LLC Invesco Fd Tr Transaction History

Hbw Advisory Services LLC

$563 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 05, 2023	SELL	$30.16 - $31.85 $1,538 - $1,624	-51 Reduced 0.73%	6,939 $214,000
Q1 2023 Apr 07, 2023	BUY	$29.55 - $32.26 $206,554 - $225,497	6,990 New	6,990 $217,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$288 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.31 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.64 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.7 Million
1.57% of portfolio

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