Levy Wealth Management Group, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Levy Wealth Management Group, LLC

$390 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$18.55 - $19.46 $238,831 - $250,547	12,875 New	12,875 $250,000

Others Institutions Holding BSCR

# of Institutions

386

Shares Held

166M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

49.6M
Shares

$980 Million
3.76% of portfolio
Morgan Stanley New York, NY

8.88M
Shares

$176 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.22M
Shares

$123 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.25M
Shares

$104 Million
0.04% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

5.14M
Shares

$102 Million
3.75% of portfolio

About INVESCO ET SELF IDXD FD TR BUL

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