Hbw Advisory Services LLC Invesco Fd Tr Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 05, 2023	SELL	$30.16 - $31.85 $1,538 - $1,624	-51 Reduced 0.73%	6,939 $214,000
Q1 2023 Apr 07, 2023	BUY	$29.55 - $32.26 $206,554 - $225,497	6,990 New	6,990 $217,000

Others Institutions Holding PDN

# of Institutions

104

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

8.45M
Shares

$278 Million
0.05% of portfolio
Cutler Investment Counsel LLC

321K
Shares

$10.6 Million
1.41% of portfolio
Invesco Ltd. Atlanta, GA

222K
Shares

$7.3 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

202K
Shares

$6.66 Million
1.38% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.28 Million
0.01% of portfolio

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