Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco Exchange Traded Fd Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$50.93 - $72.96 $5,143 - $7,368	-101 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$68.87 - $95.56 $6,955 - $9,651	101 New	101 $7,000

Others Institutions Holding PBW

# of Institutions

141

Shares Held

3.69M

Call Options Held

5.7K

Put Options Held

7.9K

Morgan Stanley New York, NY

904K
Shares

$18.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

476K
Shares

$9.71 Million
0.0% of portfolio
Citigroup Inc

382K
Shares

$7.81 Million
0.0% of portfolio
Ubs Group Ag

199K
Shares

$4.07 Million
0.0% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$3.42 Million
0.0% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
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