Summit Financial, LLC Invesco ETF Tr Ii Ftse Rafi Em Transaction History

Summit Financial, LLC

$1.68 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	BUY	$21.76 - $23.48 $199,125 - $214,865	9,151 Added 74.09%	21,503 $480,000
Q2 2021 Aug 06, 2021	BUY	$22.26 - $24.3 $274,955 - $300,153	12,352 New	12,352 $288,000

Others Institutions Holding PXH

# of Institutions

171

Shares Held

52.7M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

25.9M
Shares

$526 Million
0.69% of portfolio
Brinker Capital Investments, LLC

2.82M
Shares

$57.2 Million
0.99% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$54 Million
0.0% of portfolio
Victory Capital Management Inc

2.55M
Shares

$51.8 Million
0.05% of portfolio
Invesco Ltd. Atlanta, GA

2.47M
Shares

$50.2 Million
0.01% of portfolio

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