Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco ETF Tr Ii Msci Global Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	BUY	$29.04 - $31.64 $82,793 - $90,205	2,851 New	2,851 $85,000

Others Institutions Holding CUT

# of Institutions

Shares Held

839K

Call Options Held

1.5K

Put Options Held

3.6K

Valmark Advisers, Inc.

205K
Shares

$6.68 Million
0.12% of portfolio
Trek Financial, LLC Scottsdale, AZ

191K
Shares

$6.21 Million
0.55% of portfolio
Bank Of America Corp Charlotte, NC

171K
Shares

$5.56 Million
0.0% of portfolio
Morgan Stanley New York, NY

79.4K
Shares

$2.58 Million
0.0% of portfolio
Albion Financial Group

52K
Shares

$1.69 Million
0.14% of portfolio

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About INVESCO ETF TR II MSCI GLOBAL

Ticker CUT
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