Concentrum Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Concentrum Wealth Management

$257 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 22, 2019	SELL	N/A	-48,186 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	48,186 New	48,186 $1.56 Million

Others Institutions Holding PUI

# of Institutions

32

Shares Held

562K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

234K
Shares

$9.46 Million
0.0% of portfolio
Independent Advisor Alliance

51.7K
Shares

$2.09 Million
0.03% of portfolio
Morgan Stanley New York, NY

46.1K
Shares

$1.86 Million
0.0% of portfolio
Roi Financial Advisors, LLC Beaverton, OR

43.4K
Shares

$1.76 Million
1.21% of portfolio
Financial Management Professionals, Inc.

28.5K
Shares

$1.15 Million
0.14% of portfolio

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