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My Recent Searches
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Invesco Dwa Healthcare Momentum ETF Trust (PTH) |
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$40.78 0.00 (0.00%) as of 4:30 Tue 4/16
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Download |
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Institutional
Holders
Total
Institutions:
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65  5 |
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Total
shares held :
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1,326,348 |
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% of shares
held :
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32.83% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-22 |
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Amount
of shares held :
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-65,161 |
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% of shares
held change :
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-1.61% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$32.72 |
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Last
Quarter's Ending
Price :
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$39.14 |
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Last
Quarter's Average
Price :
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$33.48 |
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Change
from last quarter's
avg. price
to the last closing :
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 7.30 (21.8%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Steward Partners Investment Advisory LLC |
810 |
- |
2023-12-31 |
20,000 |
$783,000 |
0 |
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| Concentrum Wealth Management |
51 |
- |
2023-12-31 |
8,094 |
$317,000 |
0 |
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| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1941 |
- |
2024-03-31 |
6,420 |
$282,000 |
0 |
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| First Capital Advisors Group LLC. |
119 |
- |
2023-06-30 |
2,140 |
$261,000 |
0 |
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| EP WEALTH ADVISORS, INC. |
695 |
- |
2023-12-31 |
5,466 |
$214,000 |
0 |
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| COMERICA BANK |
2271 |
- |
2023-12-31 |
4,731 |
$185,000 |
0 |
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| BENJAMIN F. EDWARDS & COMPANY INC. |
1008 |
- |
2024-03-31 |
3,000 |
$132,000 |
0 |
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| BELLEVUE ASSET MANAGEMENT LLC |
125 |
- |
2024-03-31 |
1,452 |
$64,000 |
0 |
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| SOA Wealth Advisors LLC. |
286 |
- |
2024-03-31 |
1,335 |
$59,000 |
0 |
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| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1554 |
- |
2023-12-31 |
1,227 |
$48,000 |
0 |
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| NATIONAL BANK OF CANADA /FI/ |
1703 |
- |
2023-12-31 |
900 |
$35,000 |
0 |
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| Geneos Wealth Management Inc. |
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- |
2024-03-31 |
675 |
$30,000 |
0 |
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| Westside Investment Management Inc. |
458 |
- |
2024-03-31 |
555 |
$24,000 |
0 |
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| CITIGROUP INC |
3969 |
- |
2023-12-31 |
600 |
$23,000 |
0 |
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| Capital Investment Advisory Services LLC |
791 |
- |
2024-03-31 |
300 |
$13,000 |
0 |
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| CWM LLC |
3183 |
- |
2024-03-31 |
273 |
$12,000 |
0 |
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| HOLLENCREST SECURITIES LLC |
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- |
2024-03-31 |
195 |
$9,000 |
0 |
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| Key Financial Inc |
939 |
- |
2024-03-31 |
120 |
$5,000 |
0 |
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| PFS Partners LLC |
363 |
- |
2024-03-31 |
87 |
$4,000 |
0 |
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| PNC FINANCIAL SERVICES GROUP INC |
3892 |
- |
2023-12-31 |
106 |
$4,000 |
0 |
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| CREATIVE FINANCIAL DESIGNS INC /ADV |
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- |
2024-03-31 |
75 |
$3,000 |
0 |
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| PROVENCE WEALTH MANAGEMENT GROUP |
429 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
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| PROEQUITIES INC. |
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- |
2024-03-31 |
0 |
$0 |
0 |
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23 Records found
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1
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Page 1 of 1 |
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