World Equity Group, Inc. Invesco Exchange Traded Fd Tr Transaction History

World Equity Group, Inc.

$335 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jul 22, 2024	BUY	$72.95 - $86.19 $14,590 - $17,238	200 Added 5.51%	3,833 $328 Million
Q3 2023 Jul 22, 2024	BUY	$76.1 - $82.63 $276,471 - $300,194	3,633 New	3,633 $280 Million
Q2 2023 Aug 26, 2024	SELL	$73.46 - $81.03 $475,653 - $524,669	-6,475 Reduced 62.82%	3,833 $311 Million
Q1 2023 Aug 26, 2024	BUY	$70.27 - $77.48 $724,343 - $798,663	10,308 New	10,308 $73.7 Million
Q3 2022 Sep 06, 2024	BUY	$66.63 - $78.22 $255,392 - $299,817	3,833 New	3,833 $259 Million
Q2 2022 Sep 06, 2024	SELL	$67.01 - $82.22 $211,081 - $258,993	-3,150 Reduced 45.11%	3,833 $261 Million
Q1 2022 Sep 06, 2024	BUY	$74.08 - $93.14 $517,300 - $650,396	6,983 New	6,983 $566 Million

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

$72.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

587K
Shares

$55.8 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

560K
Shares

$53.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

466K
Shares

$44.3 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

426K
Shares

$40.5 Million
0.07% of portfolio

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