Carolina Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Carolina Wealth Advisors, LLC

$179 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	SELL	$90.64 - $98.11 $0 - $0	0 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$87.33 - $95.62 $0 - $0	0 New	0 $0

Others Institutions Holding PKW

# of Institutions

241

Shares Held

4.71M

Call Options Held

8.9K

Put Options Held

0

Bank Of America Corp Charlotte, NC

702K
Shares

$82 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

380K
Shares

$44.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

316K
Shares

$36.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

250K
Shares

$29.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$20.3 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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