Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Total 13F shares
-
389,414
-
Share change
-
+126,307
-
Total reported value
-
$32,069,097
-
Put/Call ratio
-
116%
-
Price per share
-
$82.35
-
Number of holders
-
27
-
Value change
-
+$10,464,682
-
Number of buys
-
13
-
Number of sells
-
8
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
389,414 shares.
The largest 10 holders included
Transamerica Financial Advisors, Inc., Janney Montgomery Scott LLC, Unique Wealth Strategies, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, SILVER OAK SECURITIES, INCORPORATED, Genesee Capital Advisors, LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, and SignalPoint Asset Management, LLC.
This page lists
28
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.