Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / BLOOMBERG ANALYS
-
Total 13F shares
-
357,968
-
Share change
-
-65,117
-
Total reported value
-
$23,678,196
-
Price per share
-
$66.17
-
Number of holders
-
27
-
Value change
-
-$4,251,840
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Number of buys
-
9
-
Number of sells
-
15
Institutional Holders of INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) as of Q1 2024
As of 31 Mar 2024 INVESCO EXCHANGE TRADED FD T - BLOOMBERG ANALYS (UPGD) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 357,968 shares of stock of the company.
Largest 10 holders included Raymond James Financial Services Advisors, Inc., RAYMOND JAMES & ASSOCIATES, Tower Research Capital LLC (TRC), CITADEL ADVISORS LLC, OXFORD FINANCIAL GROUP, LTD. LLC, HBK Sorce Advisory LLC, LPL Financial LLC, MORGAN STANLEY, CWM, LLC, and MGB Wealth Management, LLC.
This table shows 27 institutional shareholders of the security as of 31 Mar 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.