Org Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Org Wealth Partners, LLC

$221 Million
Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 781 shares of PWV stock, worth $44,634. This represents 0.02% of its overall portfolio holdings.

Number of Shares

781

Holding current value

$44,634

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$56.58 - $60.89 $44,188 - $47,555	781 New	781 $46,000

Others Institutions Holding PWV

# of Institutions

170

Shares Held

11.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.67M
Shares

$210 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$69.7 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

628K
Shares

$35.9 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

539K
Shares

$30.8 Million
0.02% of portfolio
Ubs Group Ag

502K
Shares

$28.7 Million
0.01% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
Sector ETFs
Industry ETFs

More about PWV

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Org Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History