Kelly Financial Services LLC Invesco ETF Tr Ii Ftse Rafi Em Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jul 17, 2024	SELL	$17.24 - $19.1 $430 - $477	-25 Closed	0 $0
Q2 2023 Jul 17, 2024	BUY	$17.86 - $19.46 $446 - $486	25 New	25 $466,000

Others Institutions Holding PXH

# of Institutions

172

Shares Held

50.8M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

24.9M
Shares

$504 Million
0.1% of portfolio
Brinker Capital Investments, LLC

2.82M
Shares

$57.2 Million
0.99% of portfolio
Bank Of America Corp Charlotte, NC

2.65M
Shares

$53.6 Million
0.0% of portfolio
Victory Capital Management Inc

2.55M
Shares

$51.8 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.31M
Shares

$46.7 Million
0.01% of portfolio

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