Ibex Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$22.63 - $24.26 $1,154 - $1,237	-51 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	51 New	51 $3,000

Others Institutions Holding PTF

# of Institutions

110

Shares Held

3.21M

Call Options Held

10.1K

Put Options Held

100K

Lpl Financial LLC Fort Mill, SC

579K
Shares

$47.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

283K
Shares

$23.3 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

223K
Shares

$18.3 Million
1.75% of portfolio
Ameriprise Financial Inc Minneapolis, MN

213K
Shares

$17.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

176K
Shares

$14.5 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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