True Wealth Design, LLC Invesco Exchange Traded Fd Tr Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$82.37 - $99.29 $29,241 - $35,247	355 New	355 $35.1 Million

Others Institutions Holding PDP

# of Institutions

204

Shares Held

7.12M

Call Options Held

13.4K

Put Options Held

11K

Morgan Stanley New York, NY

713K
Shares

$80.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$66.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

555K
Shares

$62.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$52.1 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

415K
Shares

$46.6 Million
0.06% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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