Laidlaw Wealth Management LLC Invesco Cef Income Composite E Transaction History

Laidlaw Wealth Management LLC

$172 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$17.41 - $18.3 $409,657 - $430,599	23,530 New	23,530 $425,000

Others Institutions Holding PCEF

# of Institutions

122

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

2.07M
Shares

$39.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.98M
Shares

$38 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.93M
Shares

$37.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.8M
Shares

$34.6 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.72M
Shares

$33 Million
0.01% of portfolio

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