Wt Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Wt Wealth Management

$240 Million
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	N/A	-30,084 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	N/A	14,806 Added 96.91%	30,084 $1.57 Million
Q1 2021 Apr 29, 2021	BUY	N/A	15,278 New	15,278 $702,000

Others Institutions Holding PEJ

# of Institutions

113

Shares Held

2.06M

Call Options Held

3.7K

Put Options Held

300

Prudential PLC London, England, X0

242K
Shares

$10.9 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

213K
Shares

$9.55 Million
0.0% of portfolio
Morgan Stanley New York, NY

144K
Shares

$6.46 Million
0.0% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

141K
Shares

$6.33 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

134K
Shares

$6.03 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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