Wealthstar Advisors, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Wealthstar Advisors, LLC

$123 Million
Q2 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2019 Jan 23, 2020	BUY	$21.07 - $22.58 $61.9 Million - $66.3 Million	2,937,683 New	2,937,683 $632,000

Others Institutions Holding PBP

# of Institutions

55

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

457K
Shares

$10.8 Million
0.0% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

203K
Shares

$4.82 Million
1.04% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.75 Million
0.13% of portfolio
Mount Lucas Management LP Newtown, PA

112K
Shares

$2.67 Million
0.89% of portfolio
Cullen/Frost Bankers, Inc.

110K
Shares

$2.6 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthstar Advisors, LLC with notifications on news.