Vanguard Personalized Indexing Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Vanguard Personalized Indexing Management, LLC

$8.6 Billion
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$82.37 - $99.29 $241,591 - $291,217	2,933 New	2,933 $289,000

Others Institutions Holding PDP

# of Institutions

223

Shares Held

7.96M

Call Options Held

4.6K

Put Options Held

2.6K

Raymond James Financial Inc St. Petersburg, FL

682K
Shares

$77.3 Million
0.03% of portfolio
Morgan Stanley New York, NY

680K
Shares

$77 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$67.4 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

534K
Shares

$60.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

447K
Shares

$50.7 Million
0.0% of portfolio

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