Ulrich Consultants & Investment Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Ulrich Consultants & Investment Group, LLC

$41.4 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	SELL	$45.37 - $64.82 $78,535 - $112,203	-1,731 Reduced 3.04%	55,254 $2.66 Million
Q2 2022 Aug 11, 2022	BUY	$42.19 - $68.38 $2.4 Million - $3.9 Million	56,985 New	56,985 $2.61 Million

Others Institutions Holding PBW

# of Institutions

149

Shares Held

3.55M

Call Options Held

5.7K

Put Options Held

10.5K

Morgan Stanley New York, NY

829K
Shares

$16.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

361K
Shares

$7.03 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

242K
Shares

$4.71 Million
0.0% of portfolio
Harel Insurance Investments & Financial Services Ltd.

223K
Shares

$4.35 Million
0.08% of portfolio
Credit Suisse Ag Zurich, V8

168K
Shares

$3.27 Million
0.0% of portfolio

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