Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / DORSEY WRGT UTIL
-
Total 13F shares
-
367,955
-
Share change
-
-17,817
-
Total reported value
-
$10,937,329
-
Price per share
-
$29.72
-
Number of holders
-
25
-
Value change
-
-$592,383
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) as of Q3 2023
As of 30 Sep 2023,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
367,955 shares.
The largest 10 holders included
LPL Financial LLC, IMC-Chicago, LLC, MORGAN STANLEY, MEITAV INVESTMENT HOUSE LTD, Capital Advisors, Ltd. LLC, Trek Financial, LLC, B. Riley Wealth Advisors, Inc., BANK OF AMERICA CORP /DE/, UBS Group AG, and WELLS FARGO & COMPANY/MN.
This page lists
25
institutional shareholders reporting positions in this security
for the Q3 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.