Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Total 13F shares
-
420,931
-
Share change
-
-19,851
-
Total reported value
-
$36,197,176
-
Price per share
-
$86.00
-
Number of holders
-
35
-
Value change
-
-$1,980,424
-
Number of buys
-
16
-
Number of sells
-
13
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
420,931 shares.
The largest 10 holders included
Transamerica Financial Advisors, LLC, Janney Montgomery Scott LLC, SILVER OAK SECURITIES, INCORPORATED, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., OSAIC HOLDINGS, INC., LPL Financial LLC, GOLDMAN SACHS GROUP INC, and Genesee Capital Advisors, LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q1 2025 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.