Strategic Family Wealth Counselors, L.L.C. Invesco Actively Managed ETF T Transaction History

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$46.61 - $48.66 $655,476 - $684,305	-14,063 Reduced 28.95%	34,506 $1.63 Million
Q4 2022 Jan 25, 2023	BUY	$44.65 - $47.8 $2.17 Million - $2.32 Million	48,569 New	48,569 $0

Others Institutions Holding GTO

# of Institutions

174

Shares Held

24.4M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

3.26M
Shares

$152 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

2.18M
Shares

$102 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.76M
Shares

$82.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.39M
Shares

$64.8 Million
0.01% of portfolio
Cwm, LLC

1.02M
Shares

$47.8 Million
0.22% of portfolio

View Full List

About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
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