Aries Wealth Management Invesco Actively Transaction History

Aries Wealth Management

$357 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$91.8 - $116.42 $183,875 - $233,189	-2,003 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$101.92 - $118.93 $204,145 - $238,216	2,003 New	2,003 $224,000

Others Institutions Holding PSR

# of Institutions

55

Shares Held

1.29M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

949K
Shares

$87.1 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$3.89 Million
0.0% of portfolio
Merit Financial Group, LLC

39.4K
Shares

$3.62 Million
0.06% of portfolio
Koshinski Asset Management, Inc.

31.1K
Shares

$2.86 Million
0.01% of portfolio
Morgan Stanley New York, NY

30.2K
Shares

$2.78 Million
0.0% of portfolio

About INVESCO ACTIVELY

Ticker PSR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aries Wealth Management with notifications on news.