Mai Capital Management Invesco Exchange Traded Fd Tr Transaction History

Mai Capital Management

$13.2 Billion
Q4 2024

A detailed history of Mai Capital Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mai Capital Management holds 124 shares of CVY stock, worth $3,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares

124

Holding current value

$3,226

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$24.81 - $27.22 $3,076 - $3,375	124 New	124 $3,000

Others Institutions Holding CVY

# of Institutions

Shares Held

768K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

127K
Shares

$3.31 Million
0.0% of portfolio
Hbk Sorce Advisory LLC Erie, PA

110K
Shares

$2.87 Million
0.11% of portfolio
Commonwealth Equity Services, LLC

90.6K
Shares

$2.36 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

74.8K
Shares

$1.95 Million
0.01% of portfolio
Mgb Wealth Management, LLC Addison, TX

66.5K
Shares

$1.73 Million
0.52% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
Sector ETFs
Industry ETFs

More about CVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mai Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Mai Capital Management with notifications on news.

Account