Rmr Wealth Builders Invesco Exchange Traded Fd Tr Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$40.14 - $44.07 $48,248 - $52,972	-1,202 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$35.71 - $40.56 $42,923 - $48,753	1,202 New	1,202 $48,000

Others Institutions Holding PBJ

# of Institutions

55

Shares Held

856K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

129K
Shares

$5.84 Million
0.0% of portfolio
Morgan Stanley New York, NY

93K
Shares

$4.22 Million
0.0% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

82.4K
Shares

$3.74 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

64.1K
Shares

$2.91 Million
0.0% of portfolio
Sage Capital Management, LLC Stockton, NJ

56K
Shares

$2.54 Million
1.32% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBJ
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