Ifp Advisors, Inc Invesco Dwa Industrials Moment Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$81.16 - $92.21 $48,858 - $55,510	-602 Reduced 50.93%	580 $35,000
Q3 2022 Nov 08, 2022	BUY	$80.23 - $95.45 $802 - $954	10 Added 0.85%	1,182 $72,000
Q2 2022 Sep 06, 2022	BUY	$79.13 - $98.26 $92,740 - $115,160	1,172 New	1,172 $71,000
Q2 2022 Aug 12, 2022	SELL	$79.13 - $98.26 $92,740 - $115,160	-1,172 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$92.95 - $115.26 $53,725 - $66,620	578 Added 97.31%	1,172 $0
Q1 2022 Aug 08, 2022	BUY	$92.95 - $115.26 $55,212 - $68,464	594 New	594 $0
Q4 2021 Jan 12, 2022	SELL	$100.21 - $121.54 $46,898 - $56,880	-468 Closed	0 $0
Q3 2021 Oct 06, 2021	BUY	$94.8 - $105.64 $853 - $950	9 Added 1.96%	468 $46,000
Q2 2021 Jul 13, 2021	BUY	$95.7 - $104.57 $43,926 - $47,997	459 New	459 $46,000
Q3 2018 Oct 25, 2018	SELL	N/A	-100 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	100 New	100 $0

Others Institutions Holding PRN

# of Institutions

82

Shares Held

950K

Call Options Held

1K

Put Options Held

4K

Wells Fargo & Company San Francisco, CA

136K
Shares

$23 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$19.2 Million
1.61% of portfolio
Morgan Stanley New York, NY

68.3K
Shares

$11.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

61.8K
Shares

$10.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

53.7K
Shares

$9.09 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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