Occidental Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Occidental Asset Management, LLC

$565 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-22,577 Closed	0 $0
Q4 2018 Mar 19, 2019	BUY	N/A	79 Added 0.35%	22,577 $1.18 Million
Q3 2018 Mar 19, 2019	BUY	N/A	22,498 New	22,498 $1.37 Million

Others Institutions Holding PKW

# of Institutions

217

Shares Held

4.01M

Call Options Held

100

Put Options Held

200

Bank Of America Corp Charlotte, NC

576K
Shares

$65.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

391K
Shares

$44.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

323K
Shares

$36.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

174K
Shares

$19.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

171K
Shares

$19.5 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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