United Capital Financial Advisers, LLC Invesco Exchange Traded Fd Tr Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-5,142 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	5,142 New	5,142 $222,000

Others Institutions Holding PXI

# of Institutions

42

Shares Held

755K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

173K
Shares

$8.92 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

97.1K
Shares

$5.02 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

96.7K
Shares

$5 Million
2.47% of portfolio
Bank Of America Corp Charlotte, NC

75.8K
Shares

$3.92 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

55.9K
Shares

$2.89 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
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