Comprehensive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 44,471 shares of PXE stock, worth $1.35 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
44,471
Previous 19,958 122.82%
Holding current value
$1.35 Million
Previous $591,000 122.67%
% of portfolio
1.0%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$28.09 - $32.7 $688,570 - $801,575
24,513 Added 122.82%
44,471 $1.32 Million
Q3 2024

Nov 06, 2024
BUY
$28.95 - $33.76 $577,784 - $673,782
19,958 New
19,958 $591,000

Others Institutions Holding PXE

# of Institutions
57
Shares Held
1.31M
Call Options Held
7.3K
Put Options Held
1.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PXE Quotes by TradingView
  • Ticker PXE
  • Sector ETFs
  • Industry ETFs
More about PXE
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email