Arete Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$45.37 - $64.82 $102,626 - $146,622	2,262 Added 48.3%	6,945 $335,000
Q2 2022 Aug 15, 2022	BUY	$42.19 - $68.38 $9,113 - $14,770	216 Added 4.84%	4,683 $214,000
Q1 2022 May 06, 2022	BUY	$50.93 - $72.96 $34,428 - $49,320	676 Added 17.83%	4,467 $291,000
Q4 2021 Feb 07, 2022	SELL	$68.87 - $95.56 $28,098 - $38,988	-408 Reduced 9.72%	3,791 $272,000
Q3 2021 Nov 15, 2021	BUY	$73.5 - $92.23 $308,626 - $387,273	4,199 New	4,199 $324,000
Q2 2021 Aug 09, 2021	SELL	$71.8 - $99.25 $293,303 - $405,436	-4,085 Closed	0 $0
Q1 2021 May 10, 2021	SELL	$89.06 - $136.0 $503,990 - $769,624	-5,659 Reduced 58.08%	4,085 $402,000
Q4 2020 Feb 08, 2021	BUY	$62.45 - $108.63 $608,512 - $1.06 Million	9,744 New	9,744 $1.01 Million

Others Institutions Holding PBW

# of Institutions

141

Shares Held

3.69M

Call Options Held

5.7K

Put Options Held

7.9K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
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