Wealthsource Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 09, 2019	SELL	N/A	-6,486 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	6,486 New	6,486 $210,000

Others Institutions Holding PUI

# of Institutions

32

Shares Held

645K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

312K
Shares

$12.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

49K
Shares

$2.03 Million
0.0% of portfolio
Morgan Stanley New York, NY

46.1K
Shares

$1.9 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

43.4K
Shares

$1.79 Million
1.21% of portfolio
Advisors Preferred, LLC Rockville, MD

27.5K
Shares

$1.14 Million
0.17% of portfolio

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