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
Q1 2022 May 11, 2022	SELL	$83.84 - $100.85 $1,257 - $1,512	-15 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$85.2 - $96.56 $1,278 - $1,448	15 New	15 $1,000

Others Institutions Holding PYZ

# of Institutions

Shares Held

193K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

30.3K
Shares

$2.83 Million
0.0% of portfolio
Truist Financial Corp

26.6K
Shares

$2.48 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

20.4K
Shares

$1.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

16K
Shares

$1.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

11K
Shares

$1.03 Million
0.0% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

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