Private Trust CO Na Invesco Exchange Traded Fd Tr Transaction History

Private Trust CO Na

$905 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	SELL	$41.59 - $50.18 $3,244 - $3,914	-78 Reduced 73.58%	28 $0
Q2 2022 Sep 16, 2022	BUY	$37.87 - $52.86 $4,014 - $5,603	106 New	106 $4,000

Others Institutions Holding PXI

# of Institutions

40

Shares Held

707K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

179K
Shares

$7.88 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

99.5K
Shares

$4.38 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

96.7K
Shares

$4.25 Million
2.47% of portfolio
Lpl Financial LLC Fort Mill, SC

46.1K
Shares

$2.02 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

37.2K
Shares

$1.63 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Trust CO Na, based on Form 13F filings with the SEC.

News

Stay updated on Private Trust CO Na with notifications on news.