Retirement Planning CO Of New England, Inc. Invesco Exchange Traded Fd Tr Transaction History

Retirement Planning CO Of New England, Inc.

$216 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$50.93 - $72.96 $4,023 - $5,763	-79 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$68.87 - $95.56 $5,440 - $7,549	79 New	79 $5,000

Others Institutions Holding PBW

# of Institutions

136

Shares Held

3.06M

Call Options Held

11.6K

Put Options Held

17.7K

Morgan Stanley New York, NY

748K
Shares

$24.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

400K
Shares

$12.9 Million
0.0% of portfolio
Allianz Se Munich, 2M

264K
Shares

$8.52 Million
0.12% of portfolio
Goldman Sachs Group Inc New York, NY

262K
Shares

$8.44 Million
0.0% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$5.41 Million
0.0% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
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