Mc Elhenny Sheffield Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$282 Million
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$62.06 - $68.03 $1,179 - $1,292	19 New	19 $0

Others Institutions Holding PBE

# of Institutions

109

Shares Held

1.24M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

214K
Shares

$13.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

97.1K
Shares

$6.27 Million
0.0% of portfolio
Ubs Group Ag

87.1K
Shares

$5.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

80.1K
Shares

$5.17 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

74.4K
Shares

$4.81 Million
0.0% of portfolio

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