Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / DORSEY WRIGHT HE
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
1,060,939
-
Shares change
-
+71,735
-
Total reported value, excl. options
-
$49,276,874
-
Value change
-
+$3,363,928
-
Number of buys
-
13
-
Number of sells
-
-23
-
Price
-
$46.47
Significant Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRIGHT HE (PTH) as of Q3 2024
66 filings reported holding PTH - INVESCO EXCHANGE TRADED FD T - DORSEY WRIGHT HE as of Q3 2024.
INVESCO EXCHANGE TRADED FD T - DORSEY WRIGHT HE (PTH) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,060,939 shares
.
Largest 10 shareholders include MORGAN STANLEY (185,789 shares), LPL Financial LLC (108,500 shares), BANK OF AMERICA CORP /DE/ (105,667 shares), Cambridge Investment Research Advisors, Inc. (103,226 shares), SFI Advisors, LLC (94,923 shares), IHT Wealth Management, LLC (93,419 shares), UBS Group AG (47,661 shares), WELLS FARGO & COMPANY/MN (28,962 shares), SignalPoint Asset Management, LLC (22,995 shares), and Jaffetilchin Investment Partners, LLC (19,598 shares).
This table shows the top 63 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.