High Net Worth Advisory Group LLC Invesco Exchange Traded Fd Tr Transaction History

High Net Worth Advisory Group LLC

$358 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$18.76 - $21.54 $23,450 - $26,925	1,250 New	1,250 $25,000

Others Institutions Holding PEY

# of Institutions

203

Shares Held

22.6M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$138 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$63.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$43.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$30 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

401K
Shares

$9.2 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.