Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	SELL	$24.07 - $32.59 $88,312 - $119,572	-3,669 Reduced 69.23%	1,631 $44,000
Q2 2022 Aug 10, 2022	BUY	$25.68 - $36.33 $136,104 - $192,549	5,300 New	5,300 $136,000

Others Institutions Holding PXE

# of Institutions

Shares Held

1.39M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

240K
Shares

$6.89 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$4.13 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

142K
Shares

$4.07 Million
2.49% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

98.4K
Shares

$2.82 Million
1.62% of portfolio
Morgan Stanley New York, NY

79.6K
Shares

$2.29 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXE
Sector ETFs
Industry ETFs

More about PXE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account