Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Total 13F shares
-
278,432
-
Share change
-
-31,707
-
Total reported value
-
$27,068,660
-
Price per share
-
$97.23
-
Number of holders
-
52
-
Value change
-
-$3,028,823
-
Number of buys
-
16
-
Number of sells
-
23
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PSL) as of Q2 2024
As of 30 Jun 2024,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PSL) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
278,432 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, GOLDMAN SACHS GROUP INC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cetera Investment Advisers, AMERIPRISE FINANCIAL INC, WELLS FARGO & COMPANY/MN, UBS Group AG, and WealthBridge Capital Management, LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q2 2024 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.