Mgb Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Mgb Wealth Management, LLC

$304 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Apr 22, 2024	BUY	$41.33 - $46.1 $20,665 - $23,050	500 New	500 $22.3 Million

Others Institutions Holding PXI

# of Institutions

38

Shares Held

472K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

105K
Shares

$4.94 Million
0.0% of portfolio
Clear Creek Financial Management, LLC

59.8K
Shares

$2.81 Million
0.27% of portfolio
Bank Of America Corp Charlotte, NC

58.9K
Shares

$2.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

38.1K
Shares

$1.79 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

29.8K
Shares

$1.4 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.