Wealth Shield Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$47.19 - $52.38 $10,381 - $11,523	-220 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$38.89 - $54.78 $8,555 - $12,051	220 New	220 $10,000

Others Institutions Holding PEJ

# of Institutions

115

Shares Held

2.1M

Call Options Held

4.1K

Put Options Held

100

Prudential PLC London, England, X0

251K
Shares

$12 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

210K
Shares

$10 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

184K
Shares

$8.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

151K
Shares

$7.21 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

136K
Shares

$6.51 Million
0.16% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEJ
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