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

Institutional & Family Asset Management, LLC

$825 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	N/A	-15 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	15 New	15 $1,000

Others Institutions Holding PYZ

# of Institutions

Shares Held

233K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

44.9K
Shares

$3.92 Million
0.0% of portfolio
Truist Financial Corp

25.9K
Shares

$2.27 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

21K
Shares

$1.84 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

12.7K
Shares

$1.11 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.7K
Shares

$1.11 Million
0.0% of portfolio

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