Wellington Shields Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wellington Shields Capital Management, LLC

$521 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	N/A	-14,595 Closed	0 $0
Q1 2021 May 12, 2021	BUY	N/A	14,595 New	14,595 $671,000

Others Institutions Holding PEJ

# of Institutions

112

Shares Held

2.03M

Call Options Held

3.7K

Put Options Held

300

Prudential PLC London, England, X0

242K
Shares

$11 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

213K
Shares

$9.66 Million
0.0% of portfolio
Morgan Stanley New York, NY

144K
Shares

$6.54 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

141K
Shares

$6.41 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

134K
Shares

$6.1 Million
0.0% of portfolio

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Ticker PEJ
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