Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Total 13F shares
-
455,184
-
Share change
-
+30,900
-
Total reported value
-
$44,952,992
-
Put/Call ratio
-
100%
-
Price per share
-
$98.75
-
Number of holders
-
37
-
Value change
-
+$3,006,635
-
Number of buys
-
17
-
Number of sells
-
9
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q4 2024
As of 31 Dec 2024 INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 455,184 shares of stock of the company.
Largest 10 holders included Transamerica Financial Advisors, Inc., Janney Montgomery Scott LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, SILVER OAK SECURITIES, INCORPORATED, SUSQUEHANNA INTERNATIONAL GROUP, LLP, OSAIC HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., Genesee Capital Advisors, LLC, and Financial Management Professionals, Inc..
This table shows 37 institutional shareholders of the security as of 31 Dec 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.