Winch Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-30 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	30 New	30 $2,000

Others Institutions Holding PJP

# of Institutions

106

Shares Held

785K

Call Options Held

0

Put Options Held

0

Peak Asset Management, LLC Louisville, CO

132K
Shares

$10.9 Million
2.22% of portfolio
Morgan Stanley New York, NY

54.6K
Shares

$4.51 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.1K
Shares

$4.31 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.5K
Shares

$3.6 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

37.8K
Shares

$3.13 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PJP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.