Wmg Financial Advisors, LLC Invesco Dwa Industrials Moment Transaction History

Wmg Financial Advisors, LLC

$168 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	N/A	-4,132 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	4,132 New	4,132 $483,000

Others Institutions Holding PRN

# of Institutions

72

Shares Held

842K

Call Options Held

2K

Put Options Held

5K

Wells Fargo & Company San Francisco, CA

130K
Shares

$17.3 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$15 Million
1.61% of portfolio
Janney Montgomery Scott LLC

65.2K
Shares

$8.65 Million
0.03% of portfolio
Morgan Stanley New York, NY

63K
Shares

$8.37 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

46.3K
Shares

$6.14 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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