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

42

Shares Held

755K

Call Options Held

5.3K

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

330K
Shares

$15.4 Million
1.58% of portfolio
Lpl Financial LLC Fort Mill, SC

94.3K
Shares

$4.4 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

45.1K
Shares

$2.1 Million
1.2% of portfolio
Morgan Stanley New York, NY

43.5K
Shares

$2.03 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

42K
Shares

$1.96 Million
0.01% of portfolio

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