A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 25,849 shares of PWV stock, worth $1.47 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
25,849
Previous 25,716 0.52%
Holding current value
$1.47 Million
Previous $1.42 Billion 6.51%
% of portfolio
0.19%
Previous 0.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$54.33 - $59.01 $7,225 - $7,848
133 Added 0.52%
25,849 $1.51 Billion
Q2 2024

Jul 23, 2024

BUY
$54.01 - $56.78 $7,345 - $7,722
136 Added 0.53%
25,716 $1.42 Billion
Q1 2024

Apr 29, 2024

SELL
$50.05 - $56.68 $108,458 - $122,825
-2,167 Reduced 7.81%
25,580 $1.45 Billion
Q4 2023

Jan 29, 2024

BUY
$44.09 - $50.95 $1.22 Million - $1.41 Million
27,747 New
27,747 $1.41 Billion

Others Institutions Holding PWV

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PWV
  • Sector ETFs
  • Industry ETFs
More about PWV
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.