Kowal Investment Group, LLC Invesco Dwa Industrials Moment Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$100.21 - $121.54 $30,062 - $36,462	-300 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$94.8 - $105.64 $28,440 - $31,692	300 New	300 $30,000

Others Institutions Holding PRN

# of Institutions

110

Shares Held

1.6M

Call Options Held

4K

Put Options Held

11K

Wells Fargo & Company San Francisco, CA

175K
Shares

$27.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

173K
Shares

$27.2 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

143K
Shares

$22.4 Million
0.03% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

118K
Shares

$18.5 Million
1.79% of portfolio
Lpl Financial LLC Fort Mill, SC

99.8K
Shares

$15.7 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

Ticker PRN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.