Prosperity Planning, Inc. Invesco Exchange Traded Fd Tr Transaction History

Prosperity Planning, Inc.

$302 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$16.85 - $19.84 $65,900 - $77,594	-3,911 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$16.86 - $18.48 $65,939 - $72,275	3,911 New	3,911 $69,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.6M

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 Million
8.95% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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