Simon Quick Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 2024
Shares
5 transactions
Others Institutions Holding PIE
# of Institutions
62Shares Held
3.99MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA549KShares$11.8 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL431KShares$9.25 Million0.01% of portfolio
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Morgan Stanley New York, NY337KShares$7.22 Million0.0% of portfolio
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Maltin Wealth Management, Inc.257KShares$5.51 Million3.29% of portfolio
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M Holdings Securities, Inc. Portland, OR240KShares$5.16 Million0.84% of portfolio