Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSEY WRGT ENRG
-
Total 13F shares
-
1,306,126
-
Share change
-
-293,425
-
Total reported value
-
$58,374,382
-
Price per share
-
$44.69
-
Number of holders
-
43
-
Value change
-
-$13,278,007
-
Number of buys
-
15
-
Number of sells
-
21
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT ENRG (PXI) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT ENRG (PXI) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,306,126 shares.
The largest 10 holders included
Transamerica Financial Advisors, Inc., MORGAN STANLEY, Janney Montgomery Scott LLC, WELLS FARGO & COMPANY/MN, UBS Group AG, Unique Wealth Strategies, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, SILVER OAK SECURITIES, INCORPORATED, and IHT Wealth Management, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2023 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.