Rockefeller Capital Management L.P. Invesco Exchange Traded Fd Tr Transaction History

Rockefeller Capital Management L.P.

$36.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Mar 06, 2023	BUY	$15.84 - $18.28 $11,895 - $13,728	751 Added 151.11%	1,248 $22,000
Q3 2022 Nov 02, 2022	BUY	$16.39 - $19.44 $8,145 - $9,661	497 New	497 $8,000

Others Institutions Holding PIE

# of Institutions

63

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

7.21M
Shares

$141 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

578K
Shares

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

444K
Shares

$8.69 Million
0.01% of portfolio
Morgan Stanley New York, NY

344K
Shares

$6.74 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

337K
Shares

$6.61 Million
1.75% of portfolio

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