Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PBP

# of Institutions

61

Shares Held

2.25M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

457K
Shares

$11 Million
0.0% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.88 Million
1.04% of portfolio
Q3 Asset Management

174K
Shares

$4.18 Million
2.56% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

121K
Shares

$2.9 Million
0.08% of portfolio
Cullen/Frost Bankers, Inc.

116K
Shares

$2.79 Million
0.04% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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