Wellington Shields & Co., LLC Invesco Exchange Traded Fd Tr Transaction History

Wellington Shields & Co., LLC

$319 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$66.28 - $79.78 $167,688 - $201,843	2,530 New	2,530 $201,000

Others Institutions Holding PKB

# of Institutions

98

Shares Held

3.35M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.05M
Shares

$70.8 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

457K
Shares

$30.7 Million
0.05% of portfolio
Morgan Stanley New York, NY

348K
Shares

$23.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

237K
Shares

$15.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

180K
Shares

$12.1 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Shields & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Shields & Co., LLC with notifications on news.