Morgan Rosel Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Morgan Rosel Wealth Management, LLC

$313 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PIE

# of Institutions

61

Shares Held

5.18M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

1.26M
Shares

$24.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

624K
Shares

$12.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.72 Million
0.01% of portfolio
M Holdings Securities, Inc. Portland, OR

378K
Shares

$7.42 Million
1.14% of portfolio
Morgan Stanley New York, NY

339K
Shares

$6.66 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PIE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.