Summit Wealth Group, LLC Invesco ETF Tr Ii Taxable Mun Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$32.91 - $33.84 $2,172 - $2,233	-66 Closed	0 $0
Q2 2021 Nov 02, 2021	BUY	$32.17 - $33.28 $2,123 - $2,196	66 New	66 $2,000

Others Institutions Holding BAB

# of Institutions

205

Shares Held

24.4M

Call Options Held

83.9K

Put Options Held

15.7K

State Of Wisconsin Investment Board Madison, WI

1.32M
Shares

$35.4 Million
0.1% of portfolio
Pfs Investments Inc. Duluth, GA

1.26M
Shares

$34 Million
0.55% of portfolio
Bank Of America Corp Charlotte, NC

1.25M
Shares

$33.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.13M
Shares

$30.3 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1.06M
Shares

$28.4 Million
0.02% of portfolio

About INVESCO ETF TR II TAXABLE MUN

Ticker BAB
Sector ETFs
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