Wmg Financial Advisors, LLC Invesco Dwa Industrials Moment Transaction History

Wmg Financial Advisors, LLC

$206 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$79.13 - $98.26 $326,965 - $406,010	-4,132 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$100.21 - $121.54 $414,067 - $502,203	4,132 New	4,132 $483,000

Others Institutions Holding PRN

# of Institutions

90

Shares Held

1.26M

Call Options Held

4K

Put Options Held

6K

Wells Fargo & Company San Francisco, CA

155K
Shares

$24.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

141K
Shares

$22.2 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

126K
Shares

$19.8 Million
0.03% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$17.8 Million
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

82.8K
Shares

$13 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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