Private Ocean, LLC Invesco Exchange Traded Fd Tr Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 06, 2019	SELL	$19.77 - $21.03 $208,870 - $222,181	-10,565 Closed	0 $0
Q4 2018 Jan 31, 2019	BUY	$19.12 - $22.76 $202,002 - $240,459	10,565 New	10,565 $209,000

Others Institutions Holding PBP

# of Institutions

62

Shares Held

3.98M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

635K
Shares

$13.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

553K
Shares

$12.1 Million
0.0% of portfolio
Mai Capital Management

348K
Shares

$7.6 Million
0.06% of portfolio
Creative Planning Overland Park, KS

208K
Shares

$4.53 Million
0.0% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.44 Million
1.04% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
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