Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Total 13F shares
-
696,289
-
Share change
-
+416,728
-
Total reported value
-
$61,362,298
-
Price per share
-
$88.12
-
Number of holders
-
35
-
Value change
-
+$36,774,222
-
Number of buys
-
24
-
Number of sells
-
7
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q1 2021
As of 31 Mar 2021 INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) had 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 696,289 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Beacon Harbor Wealth Advisors, Inc., LPL Financial LLC, Janney Montgomery Scott LLC, Fulcrum Equity Management, BANK OF AMERICA CORP /DE/, Private Advisor Group, LLC, Raymond James Financial Services Advisors, Inc., WELLS FARGO & COMPANY/MN, and Cornerstone Wealth Management, LLC.
This table shows 35 institutional shareholders of the security as of 31 Mar 2021.
| 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.