Mine & Arao Wealth Creation & Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$45.89 - $70.38 $2,294 - $3,519	-50 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$59.31 - $64.55 $2,965 - $3,227	50 New	50 $3,000

Others Institutions Holding PDP

# of Institutions

197

Shares Held

7.05M

Call Options Held

13.4K

Put Options Held

11K

Morgan Stanley New York, NY

713K
Shares

$77.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$64.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

555K
Shares

$60.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$50.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

415K
Shares

$45.2 Million
0.06% of portfolio

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