Secure Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Secure Asset Management, LLC

$410 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	SELL	N/A	-2,450 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	N/A	2,450 New	2,450 $232,000

Others Institutions Holding PDP

# of Institutions

197

Shares Held

7.69M

Call Options Held

3.7K

Put Options Held

0

Morgan Stanley New York, NY

785K
Shares

$77.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

590K
Shares

$58.6 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

575K
Shares

$57.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

482K
Shares

$47.8 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

434K
Shares

$43.1 Million
0.07% of portfolio

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