Institutional & Family Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 30, 2020	SELL	$56.98 - $63.63 $17,321 - $19,343	-304 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$46.05 - $62.9 $9,946 - $13,586	-216 Reduced 41.54%	304 $17,000
Q1 2020 May 14, 2020	SELL	$41.45 - $70.64 $30,797 - $52,485	-743 Reduced 58.83%	520 $25,000
Q4 2019 Feb 14, 2020	BUY	$60.32 - $69.3 $16,407 - $18,849	272 Added 27.45%	1,263 $87,000
Q3 2019 Nov 14, 2019	BUY	$62.29 - $63.81 $61,729 - $63,235	991 New	991 $62,000

Others Institutions Holding PKW

# of Institutions

241

Shares Held

4.48M

Call Options Held

7.8K

Put Options Held

100

Bank Of America Corp Charlotte, NC

597K
Shares

$71.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

371K
Shares

$44.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

326K
Shares

$38.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

250K
Shares

$29.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$20.7 Million
0.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
Sector ETFs
Industry ETFs

More about PKW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account