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

178K

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$3.75 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$1.89 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.23 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$919,203
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$909,490
0.21% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

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