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

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$83.84 - $100.85 $1,257 - $1,512	-15 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$85.2 - $96.56 $1,278 - $1,448	15 New	15 $1,000

Others Institutions Holding PYZ

# of Institutions

Shares Held

184K

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

54.2K
Shares

$4.78 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

21.2K
Shares

$1.87 Million
0.0% of portfolio
Morgan Stanley New York, NY

20.8K
Shares

$1.84 Million
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$908,460
0.21% of portfolio
Mai Capital Management

10.1K
Shares

$890,820
0.01% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PYZ
Sector ETFs
Industry ETFs

More about PYZ

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