Private Trust CO Na Invesco Exchange Traded Fd Tr Transaction History

Private Trust CO Na

$905 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	SELL	$16.39 - $19.44 $67,936 - $80,578	-4,145 Reduced 47.95%	4,500 $0
Q2 2022 Sep 16, 2022	BUY	$18.82 - $23.76 $162,698 - $205,405	8,645 New	8,645 $163,000

Others Institutions Holding PIE

# of Institutions

66

Shares Held

3.91M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

558K
Shares

$11.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

432K
Shares

$8.79 Million
0.01% of portfolio
Morgan Stanley New York, NY

354K
Shares

$7.19 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

277K
Shares

$5.64 Million
0.77% of portfolio
Maltin Wealth Management, Inc.

275K
Shares

$5.59 Million
3.54% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PIE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Trust CO Na, based on Form 13F filings with the SEC.

News

Stay updated on Private Trust CO Na with notifications on news.