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
Q2 2020 Jul 24, 2020	SELL	$41.73 - $54.82 $6,468 - $8,497	-155 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$37.46 - $55.46 $5,806 - $8,596	155 New	155 $6,000

Others Institutions Holding PWB

# of Institutions

164

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

773K
Shares

$74.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

718K
Shares

$69.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

400K
Shares

$38.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

377K
Shares

$36.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

216K
Shares

$20.8 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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