Nicholson Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Nicholson Wealth Management Group, LLC

$152 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$18.8 - $21.87 $2.31 Million - $2.69 Million	122,959 New	122,959 $2.54 Billion

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

$24.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

624K
Shares

$12.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.68 Million
0.01% of portfolio
M Holdings Securities, Inc. Portland, OR

378K
Shares

$7.38 Million
1.14% of portfolio
Morgan Stanley New York, NY

339K
Shares

$6.63 Million
0.0% of portfolio

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