Bartlett & Co. Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 74 shares of PBW stock, worth $1,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 74 -0.0%
Holding current value
$1,493
Previous $1.49 Million 0.6%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Feb 14, 2024
SELL
$36.3 - $48.21 $8,566 - $11,377
-236 Reduced 76.13%
74 $2.99 Million
Q4 2020

Feb 13, 2024
BUY
$62.45 - $108.63 $19,359 - $33,675
310 New
310 $32.1 Million

Others Institutions Holding PBW

# of Institutions
142
Shares Held
3.32M
Call Options Held
5.7K
Put Options Held
10.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email