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

$26.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

141K
Shares

$24.2 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

126K
Shares

$21.6 Million
0.03% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$19.4 Million
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

82.8K
Shares

$14.2 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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