Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
-
Equity / DORSEY WRGT CSMR
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Total 13F shares
-
405,841
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Share change
-
+13,342
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Total reported value
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$38,938,319
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Price per share
-
$95.93
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Number of holders
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28
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Value change
-
+$1,279,908
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Number of buys
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11
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Number of sells
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8
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q2 2024
As of 30 Jun 2024 INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) had 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 405,841 shares of stock of the company.
Largest 10 holders included Transamerica Financial Advisors, Inc., Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., Genesee Capital Advisors, LLC, OSAIC HOLDINGS, INC., SILVER OAK SECURITIES, Inc, LPL Financial LLC, and GOLDMAN SACHS GROUP INC.
This table shows 28 institutional shareholders of the security as of 30 Jun 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.