Summit Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$73.13 - $79.06 $5,557 - $6,008	-76 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$63.11 - $72.93 $4,796 - $5,542	76 New	76 $5,000

Others Institutions Holding PWB

# of Institutions

181

Shares Held

6.23M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

862K
Shares

$95.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

770K
Shares

$85.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

438K
Shares

$48.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

431K
Shares

$47.7 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

386K
Shares

$42.7 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.