Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / DORSEY WRGT UTIL
-
Total 13F shares
-
638,302
-
Share change
-
+31,562
-
Total reported value
-
$25,821,270
-
Price per share
-
$40.45
-
Number of holders
-
31
-
Value change
-
+$1,405,017
-
Number of buys
-
17
-
Number of sells
-
9
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) as of Q3 2024
As of 30 Sep 2024,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
638,302 shares.
The largest 10 holders included
LPL Financial LLC, GOLDMAN SACHS GROUP INC, MORGAN STANLEY, ROI Financial Advisors, LLC, Advisors Preferred, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Capital Advisors, Ltd. LLC, Trek Financial, LLC, Sunbelt Securities, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
31
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| 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.