West Hill Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

West Hill Financial Advisors, Inc.

$445 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	BUY	$74.08 - $93.14 $137,270 - $172,588	1,853 New	1,853 $150,000

Others Institutions Holding PDP

# of Institutions

195

Shares Held

7.04M

Call Options Held

13.4K

Put Options Held

11K

Morgan Stanley New York, NY

713K
Shares

$80.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$66.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

555K
Shares

$62.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$52 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

415K
Shares

$46.6 Million
0.06% of portfolio

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