Wealthspire Advisors, LLC Invesco Actively Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 08, 2019	SELL	$74.51 - $89.39 $22,353 - $26,817	-300 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$73.52 - $84.59 $22,056 - $25,377	300 New	300 $23,000

Others Institutions Holding PSR

# of Institutions

58

Shares Held

1.35M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

949K
Shares

$88.3 Million
0.18% of portfolio
Itau Unibanco Holding S.A. Sao Paulo, D5

48.5K
Shares

$4.51 Million
0.14% of portfolio
Lpl Financial LLC Fort Mill, SC

40.5K
Shares

$3.77 Million
0.0% of portfolio
Merit Financial Group, LLC

39.4K
Shares

$3.66 Million
0.06% of portfolio
Koshinski Asset Management, Inc.

31.1K
Shares

$2.89 Million
0.01% of portfolio

About INVESCO ACTIVELY

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