Seven Bridge Financial Group, LLC Invesco Dwa Industrials Moment Transaction History

Seven Bridge Financial Group, LLC

$552 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 09, 2019	SELL	$65.0 - $67.63 $11,375 - $11,835	-175 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	175 New	175 $11,000

Others Institutions Holding PRN

# of Institutions

90

Shares Held

1.26M

Call Options Held

4K

Put Options Held

6K

Wells Fargo & Company San Francisco, CA

155K
Shares

$24.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

141K
Shares

$22 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

126K
Shares

$19.6 Million
0.03% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$17.6 Million
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

82.8K
Shares

$12.9 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

Ticker PRN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Bridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Bridge Financial Group, LLC with notifications on news.