Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco ETF Tr S&P 500 Equal W Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	N/A	-84 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	N/A	84 New	84 $12,000

Others Institutions Holding RHS

# of Institutions

132

Shares Held

3.56M

Call Options Held

Put Options Held

Ubs Group Ag

317K
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$0
0.0% of portfolio
Bank Of America Corp Charlotte, NC

241K
Shares

$0
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

231K
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

181K
Shares

$0
0.0% of portfolio

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