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

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$24.63 - $27.52 $49 - $55	2 Added 1.85%	110 $2,000
Q2 2023 Aug 09, 2023	BUY	$24.44 - $29.47 $24 - $29	1 Added 0.93%	108 $2,000
Q2 2022 Aug 08, 2022	BUY	$23.12 - $33.53 $23 - $33	1 Added 0.94%	107 $3,000
Q3 2018 Nov 13, 2018	BUY	$36.67 - $46.86 $36 - $46	1 Added 0.95%	106 $4,000
Q2 2018 Aug 13, 2018	BUY	$44.01 - $50.74 $4,621 - $5,327	105 New	105 $5,000

Others Institutions Holding PGJ

# of Institutions

Shares Held

909K

Call Options Held

14.7K

Put Options Held

11.1K

Credit Suisse Ag Zurich, V8

419K
Shares

$11 Million
0.01% of portfolio
Iht Wealth Management, LLC Chicago, IL

88K
Shares

$2.31 Million
0.07% of portfolio
Morgan Stanley New York, NY

71.1K
Shares

$1.87 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

35.6K
Shares

$937,463
0.0% of portfolio
Harvest Fund Management Co., LTD Beijing, F4

29K
Shares

$763,567
0.05% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PGJ
Sector ETFs
Industry ETFs

More about PGJ

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