Kathmere Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kathmere Capital Management, LLC

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$12.62 - $15.72 $9,465 - $11,790	-750 Closed	0 $0
Q3 2020 Nov 20, 2020	BUY	$12.12 - $13.53 $9,090 - $10,147	750 New	750 $10,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PID
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathmere Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kathmere Capital Management, LLC with notifications on news.