Glassman Wealth Services Invesco Exchange Traded Fd Tr Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$28.82 - $35.1 $14,410 - $17,550	-500 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$17.79 - $28.21 $8,895 - $14,105	500 New	500 $12,000

Others Institutions Holding PXI

# of Institutions

41

Shares Held

751K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

173K
Shares

$7.51 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

97.1K
Shares

$4.23 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

96.7K
Shares

$4.21 Million
2.47% of portfolio
Bank Of America Corp Charlotte, NC

75.8K
Shares

$3.3 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

55.9K
Shares

$2.43 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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