Lake Point Wealth Management Invesco Cef Income Composite E Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$22.36 - $23.31 $447 - $466	-20 Closed	0 $0
Q1 2019 Aug 07, 2019	BUY	$20.44 - $22.24 $408 - $444	20 New	20 $0

Others Institutions Holding PCEF

# of Institutions

130

Shares Held

18.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

2.29M
Shares

$44.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.07M
Shares

$40 Million
0.01% of portfolio
Morgan Stanley New York, NY

2M
Shares

$38.7 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.94M
Shares

$37.5 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$33.5 Million
0.01% of portfolio

About INVESCO CEF INCOME COMPOSITE E

Ticker PCEF
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