Wealthpoint, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	N/A	-123 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	123 New	123 $3,000

Others Institutions Holding PXI

# of Institutions

38

Shares Held

726K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

124K
Shares

$4.8 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

103K
Shares

$4.01 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

93.4K
Shares

$3.63 Million
2.95% of portfolio
Wells Fargo & Company San Francisco, CA

93.1K
Shares

$3.61 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

72.9K
Shares

$2.83 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthpoint, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthpoint, LLC with notifications on news.