Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$83.84 - $100.85 $37,895 - $45,584	452 New	452 $45,000
Q4 2018 Feb 13, 2019	SELL	N/A	-163 Closed	0 $0
Q3 2018 Nov 15, 2018	BUY	N/A	163 New	163 $11,000

Others Institutions Holding PYZ

# of Institutions

36

Shares Held

178K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$3.75 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$1.89 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.23 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$919,203
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$909,490
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PYZ
Sector ETFs
Industry ETFs

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