Wade G W & Inc Invesco Exchange Traded Fd Tr Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	$14.13 - $16.2 $713,437 - $817,954	-50,491 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$15.49 - $16.18 $782,105 - $816,944	50,491 New	50,491 $795,000

Others Institutions Holding PID

# of Institutions

161

Shares Held

19.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.3M
Shares

$58.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$35.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.53M
Shares

$27.3 Million
0.01% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$18.1 Million
7.87% of portfolio
Strategic Wealth Partners, Ltd. Independence, OH

938K
Shares

$16.8 Million
1.77% of portfolio

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