Institutional & Family Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$73.5 - $92.23 $2,646 - $3,320	-36 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$89.06 - $136.0 $3,206 - $4,896	36 New	36 $4,000

Others Institutions Holding PBW

# of Institutions

142

Shares Held

3.32M

Call Options Held

5.7K

Put Options Held

10.5K

Morgan Stanley New York, NY

829K
Shares

$16.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

361K
Shares

$7.28 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

242K
Shares

$4.88 Million
0.0% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$3.38 Million
0.0% of portfolio
Macquarie Group LTD Australia, C3

164K
Shares

$3.3 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

More about PBW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account