Valeo Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$72.32 - $84.42 $4,339 - $5,065	-60 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$58.27 - $73.34 $3,496 - $4,400	60 New	60 $4,000

Others Institutions Holding PKW

# of Institutions

232

Shares Held

4.06M

Call Options Held

7.8K

Put Options Held

100

Bank Of America Corp Charlotte, NC

597K
Shares

$68.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

371K
Shares

$42.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

326K
Shares

$37.4 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$19.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$19.1 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
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