Lehman & Derafelo Financial Resources LLC Invesco Exchange Traded Fd Tr Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$37.14 - $38.2 $5,571 - $5,730	-150 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	150 New	150 $4,000

Others Institutions Holding PFI

# of Institutions

41

Shares Held

865K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

283K
Shares

$14.4 Million
1.59% of portfolio
Janney Montgomery Scott LLC

118K
Shares

$6.01 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

57.3K
Shares

$2.92 Million
0.0% of portfolio
Morgan Stanley New York, NY

44.2K
Shares

$2.25 Million
0.0% of portfolio
Rps Advisory Solutions LLC Louisville, KY

43K
Shares

$2.19 Million
1.53% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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