Smi Advisory Services, LLC Invesco Dwa Industrials Moment Transaction History

Smi Advisory Services, LLC

$368 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$113.68 - $139.73 $3.67 Million - $4.51 Million	32,297 New	32,297 $4.51 Million

Others Institutions Holding PRN

# of Institutions

100

Shares Held

1.43M

Call Options Held

4K

Put Options Held

10K

Wells Fargo & Company San Francisco, CA

155K
Shares

$24.7 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

143K
Shares

$22.7 Million
0.03% of portfolio
Morgan Stanley New York, NY

141K
Shares

$22.5 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$18 Million
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

99.8K
Shares

$15.9 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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