Allen Mooney & Barnes Investment Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 May 23, 2024	BUY	$71.23 - $77.75 $184,272 - $201,139	2,587 New	2,587 $201 Million
Q3 2022 May 23, 2024	BUY	$69.84 - $81.98 $6,425 - $7,542	92 Added 3.13%	3,035 $212 Million
Q2 2022 May 23, 2024	SELL	$74.17 - $88.24 $127,053 - $151,155	-1,713 Reduced 36.79%	2,943 $221 Million
Q1 2022 May 23, 2024	BUY	$80.76 - $87.1 $376,018 - $405,537	4,656 New	4,656 $399 Million

Others Institutions Holding RPV

# of Institutions

225

Shares Held

17M

Call Options Held

9.6K

Put Options Held

Invesco Ltd. Atlanta, GA

5.83M
Shares

$561 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.65M
Shares

$159 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.58M
Shares

$152 Million
0.01% of portfolio
Regentatlantic Capital LLC Morristown, NJ

1.46M
Shares

$140 Million
3.04% of portfolio
Principal Financial Group Inc Des Moines, IA

1.14M
Shares

$110 Million
0.06% of portfolio

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