Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DORSEY WRGT ENRG
-
Total 13F shares
-
703,275
-
Share change
-
+37,245
-
Total reported value
-
$33,321,499
-
Price per share
-
$47.36
-
Number of holders
-
39
-
Value change
-
+$1,748,253
-
Number of buys
-
13
-
Number of sells
-
16
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT ENRG (PXI) as of Q2 2024
As of 30 Jun 2024,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT ENRG (PXI) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
703,275 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, ONE PLUS ONE WEALTH MANAGEMENT, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, UBS Group AG, IHT Wealth Management, LLC, Cetera Investment Advisers, Kingsview Wealth Management, LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
39
institutional shareholders reporting positions in this security
for the Q2 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.