Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 22, 2021	BUY	$61.87 - $71.4 $6,248 - $7,211	101 New	101 $7,000

Others Institutions Holding PJP

# of Institutions

97

Shares Held

774K

Call Options Held

0

Put Options Held

0

Peak Asset Management, LLC Louisville, CO

137K
Shares

$11.9 Million
2.25% of portfolio
Morgan Stanley New York, NY

66.7K
Shares

$5.82 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.5K
Shares

$4.58 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.7K
Shares

$3.81 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

37.8K
Shares

$3.3 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PJP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.