United Capital Financial Advisers, LLC Invesco Exchange Traded Fd Tr Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-5,142 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	5,142 New	5,142 $222,000

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
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