Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DORSEY WRGT FINL
-
Total 13F shares
-
874,375
-
Share change
-
+100,685
-
Total reported value
-
$49,833,552
-
Price per share
-
$57.01
-
Number of holders
-
38
-
Value change
-
+$5,771,981
-
Number of buys
-
20
-
Number of sells
-
9
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT FINL (PFI) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT FINL (PFI) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
874,375 shares.
The largest 10 holders included
Transamerica Financial Advisors, Inc., Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, RPS ADVISORY SOLUTIONS LLC, SILVER OAK SECURITIES, INCORPORATED, Cambridge Investment Research Advisors, Inc., Genesee Capital Advisors, LLC, Blue Capital, Inc., and LPL Financial LLC.
This page lists
38
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.