CUSIP: 46137V803
Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / DORSEY WRGT CSMR
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Total 13F shares
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455,184
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Share change
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+30,900
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Total reported value
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$44,952,992
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Put/Call ratio
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100%
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Price per share
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$98.75
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Number of holders
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37
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Value change
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+$3,006,635
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Number of buys
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17
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Number of sells
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9
Quarterly Holders Quick Answers
What is CUSIP 46137V803?
CUSIP 46137V803 identifies PEZ - INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR in SEC institutional holdings data.
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Newer quarter:
Q1 2025
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Previous quarter:
Q3 2024
Recent filing periods for CUSIP 46137V803:
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) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
455,184 shares.
The 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 page lists
37
institutional shareholders reporting positions in this security
for the Q4 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.