Valley Brook Capital Group, Inc. Invesco Exchange Traded Fd Tr Transaction History

Valley Brook Capital Group, Inc.

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$48.11 - $52.96 $13,037 - $14,352	-271 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$35.72 - $43.06 $9,680 - $11,669	271 New	271 $11,000

Others Institutions Holding PFI

# of Institutions

33

Shares Held

751K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

271K
Shares

$16.4 Million
1.46% of portfolio
Janney Montgomery Scott LLC

120K
Shares

$7.25 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.8K
Shares

$3.43 Million
0.0% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$2.39 Million
0.0% of portfolio
Silver Oak Securities, Inc Jackson, TN

38.8K
Shares

$2.35 Million
0.24% of portfolio

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