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
Q1 2022 May 09, 2022	SELL	$65.02 - $80.84 $298,116 - $370,651	-4,585 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$73.2 - $82.12 $335,622 - $376,520	4,585 New	4,585 $370,000

Others Institutions Holding PWB

# of Institutions

173

Shares Held

5.97M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

810K
Shares

$81.9 Million
0.04% of portfolio
Morgan Stanley New York, NY

721K
Shares

$72.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

386K
Shares

$39 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

381K
Shares

$38.5 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

262K
Shares

$26.4 Million
0.09% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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