New Edge Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$21.12 - $22.93 $6,821 - $7,406	323 New	323 $7,000
Q4 2022 Feb 14, 2023	BUY	$20.14 - $22.79 $12,627 - $14,289	627 New	627 $13,000

Others Institutions Holding CVY

# of Institutions

41

Shares Held

722K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

124K
Shares

$3.34 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

110K
Shares

$2.96 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.6K
Shares

$2.45 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

69.8K
Shares

$1.89 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

58K
Shares

$1.57 Million
0.55% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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