Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / DORSEY WRGT DVLP
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Number of holders
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55
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Total 13F shares, excl. options
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3,377,127
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Shares change
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+1,004,861
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Total reported value, excl. options
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$122,640,061
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Value change
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+$36,427,634
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Number of buys
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23
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Number of sells
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22
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Price
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$36.32
Institutional Holders of INVESCO EXCH TRADED FD TR II - DORSEY WRGT DVLP (PIZ) as of Q4 2024
61 filings reported holding PIZ - INVESCO EXCH TRADED FD TR II - DORSEY WRGT DVLP as of 31 Dec 2024.
INVESCO EXCH TRADED FD TR II - DORSEY WRGT DVLP (PIZ) had 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,377,127 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, MORGAN STANLEY, UBS Group AG, Royal Bank of Canada, RAYMOND JAMES FINANCIAL INC, NewSquare Capital LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Prospera Financial Services Inc.
This table shows the top 55 institutional shareholders of the security as of 31 Dec 2024.
| 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.