W.G. Shaheen & Associates Dba Whitney & CO Invesco Exchange Traded Fd Tr Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$894 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$46.46 - $61.91 $33,079 - $44,079	-712 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$55.19 - $61.72 $39,295 - $43,944	712 New	712 $41,000

Others Institutions Holding PPA

# of Institutions

434

Shares Held

22.5M

Call Options Held

13.5K

Put Options Held

53.1K

Bank Of America Corp Charlotte, NC

7.67M
Shares

$1.03 Billion
0.07% of portfolio
Morgan Stanley New York, NY

1.91M
Shares

$258 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.45M
Shares

$196 Million
0.07% of portfolio
Ubs Group Ag

760K
Shares

$102 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

616K
Shares

$83.1 Million
0.02% of portfolio

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