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

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$59.25 - $68.03 $1,125 - $1,292	19 New	19 $0

Others Institutions Holding PBE

# of Institutions

111

Shares Held

1.36M

Call Options Held

Put Options Held

Gerber Kawasaki Wealth & Investment Management

217K
Shares

$14.6 Million
0.7% of portfolio
Morgan Stanley New York, NY

195K
Shares

$13.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

90.6K
Shares

$6.09 Million
0.0% of portfolio
Ubs Group Ag

79.5K
Shares

$5.34 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

75.6K
Shares

$5.08 Million
0.0% of portfolio

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