Platform Technology Partners Invesco Exchange Traded Fd Tr Transaction History

Platform Technology Partners

$311 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$12.62 - $15.72 $150,178 - $187,068	-11,900 Closed	0 $0
Q2 2020 Nov 30, 2020	BUY	$10.94 - $13.93 $130,186 - $165,767	11,900 New	11,900 $145,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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