Nvest Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Nvest Financial, LLC

$158 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$42.19 - $68.38 $301,236 - $488,233	-7,140 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$50.93 - $72.96 $363,640 - $520,934	7,140 New	7,140 $465,000

Others Institutions Holding PBW

# of Institutions

149

Shares Held

3.55M

Call Options Held

5.7K

Put Options Held

10.5K

Morgan Stanley New York, NY

829K
Shares

$16.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

361K
Shares

$7.25 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

242K
Shares

$4.86 Million
0.0% of portfolio
Harel Insurance Investments & Financial Services Ltd.

223K
Shares

$4.49 Million
0.08% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$3.37 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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