Tci Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$16.85 - $19.84 $2,123 - $2,499	-126 Reduced 15.75%	674 $12,000
Q3 2021 Oct 29, 2021	BUY	$17.08 - $18.24 $13,663 - $14,591	800 New	800 $14,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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