Summit Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Wealth Group, LLC

$147 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$73.13 - $79.06 $5,557 - $6,008	-76 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$63.11 - $72.93 $4,796 - $5,542	76 New	76 $5,000

Others Institutions Holding PWB

# of Institutions

164

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

773K
Shares

$74.6 Million
0.04% of portfolio
Morgan Stanley New York, NY

718K
Shares

$69.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

400K
Shares

$38.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

377K
Shares

$36.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

216K
Shares

$20.8 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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