Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSEY WRGT BASC
-
Total 13F shares
-
250,859
-
Share change
-
-580,497
-
Total reported value
-
$21,460,308
-
Price per share
-
$85.55
-
Number of holders
-
40
-
Value change
-
-$47,102,023
-
Number of buys
-
13
-
Number of sells
-
37
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT BASC (PYZ) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT BASC (PYZ) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
250,859 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, TRUIST FINANCIAL CORP, OSAIC HOLDINGS, INC., WELLS FARGO & COMPANY/MN, Janney Montgomery Scott LLC, AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, CONCENTRIC WEALTH MANAGEMENT, LLC, and AVANTAX ADVISORY SERVICES, INC..
This page lists
41
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.