New Edge Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$45.4 - $54.71 $210,610 - $253,799	-4,639 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$51.43 - $59.66 $238,583 - $276,762	4,639 New	4,639 $254,000

Others Institutions Holding PFI

# of Institutions

37

Shares Held

822K

Call Options Held

0

Put Options Held

0

Transamerica Financial Advisors, Inc. Clearwater, FL

283K
Shares

$17 Million
1.59% of portfolio
Janney Montgomery Scott LLC

119K
Shares

$7.16 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

56.8K
Shares

$3.42 Million
0.0% of portfolio
Rps Advisory Solutions LLC Louisville, KY

43K
Shares

$2.59 Million
1.53% of portfolio
Morgan Stanley New York, NY

39.6K
Shares

$2.38 Million
0.0% of portfolio

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