Whittier Trust CO Invesco Exchange Traded Fd Tr Transaction History

Whittier Trust CO

$6.97 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$67.01 - $82.22 $3,350 - $4,111	-50 Reduced 50.0%	50 $3,000
Q4 2021 Jan 19, 2022	BUY	$87.79 - $100.94 $8,779 - $10,094	100 New	100 $9,000

Others Institutions Holding PDP

# of Institutions

188

Shares Held

7.06M

Call Options Held

6.7K

Put Options Held

3.9K

Morgan Stanley New York, NY

761K
Shares

$79.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

587K
Shares

$61.1 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

560K
Shares

$58.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

466K
Shares

$48.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

426K
Shares

$44.4 Million
0.07% of portfolio

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