Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / WILDERHIL CLAN
-
Total 13F shares
-
11,774
-
Share change
-
+1,055
-
Total reported value
-
$349,914
-
Price per share
-
$29.72
-
Number of holders
-
4
-
Value change
-
+$31,345
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of INVESCO EXCHANGE TRADED FD T - WILDERHIL CLAN (PBW) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - WILDERHIL CLAN (PBW) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,774 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, GOLDMAN SACHS GROUP INC, LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., CREDIT SUISSE AG/, Arlington Financial Advisors, LLC, OSAIC HOLDINGS, INC., BANK HAPOALIM BM, and RAYMOND JAMES & ASSOCIATES.
This page lists
160
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.