Altus Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Altus Wealth Group LLC

$209 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$72.32 - $84.42 $84,975 - $99,193	-1,175 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$58.27 - $73.34 $68,467 - $86,174	1,175 New	1,175 $86,000

Others Institutions Holding PKW

# of Institutions

235

Shares Held

4.6M

Call Options Held

9K

Put Options Held

0

Bank Of America Corp Charlotte, NC

765K
Shares

$84.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

392K
Shares

$43.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

317K
Shares

$34.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

269K
Shares

$29.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

182K
Shares

$20 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Altus Wealth Group LLC with notifications on news.