Private Ocean, LLC Invesco Exchange Traded Fd Tr Transaction History

Private Ocean, LLC

$889 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$21.02 - $23.96 $210 - $239	10 New	10 $0
Q1 2023 Apr 20, 2023	BUY	$20.07 - $23.36 $200 - $233	10 New	10 $0

Others Institutions Holding CVY

# of Institutions

43

Shares Held

708K

Call Options Held

0

Put Options Held

0

Hbk Sorce Advisory LLC Erie, PA

107K
Shares

$2.78 Million
0.1% of portfolio
Morgan Stanley New York, NY

93.8K
Shares

$2.43 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

91.5K
Shares

$2.37 Million
0.0% of portfolio
Mgb Wealth Management, LLC Addison, TX

59.3K
Shares

$1.54 Million
0.62% of portfolio
Cambridge Investment Research Advisors, Inc.

54.9K
Shares

$1.42 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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