Integrated Wealth Concepts LLC Invesco Vrdo Tax Free ETF Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$24.85 - $25.01 $229,812 - $231,292	9,248 New	9,248 $230,000

Others Institutions Holding PVI

# of Institutions

26

Shares Held

594K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

95.5K
Shares

$2.37 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

85.5K
Shares

$2.12 Million
0.0% of portfolio
Morgan Stanley New York, NY

61.2K
Shares

$1.52 Million
0.0% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

55K
Shares

$1.36 Million
0.03% of portfolio
Flagship Harbor Advisors, LLC

50.3K
Shares

$1.25 Million
0.06% of portfolio

About INVESCO VRDO TAX-FREE ETF

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