Vanguard Personalized Indexing Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$82.37 - $99.29 $241,591 - $291,217	2,933 New	2,933 $289,000

Others Institutions Holding PDP

# of Institutions

197

Shares Held

7.05M

Call Options Held

13.4K

Put Options Held

11K

Morgan Stanley New York, NY

713K
Shares

$79.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

595K
Shares

$66 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

555K
Shares

$61.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$51.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

415K
Shares

$46 Million
0.06% of portfolio

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