Avidian Wealth Solutions, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Avidian Wealth Solutions, LLC

$1.98 Billion
Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,667 shares of PXF stock, worth $280,063. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,667

Previous 5,607 1.07%

Holding current value

$280,063

Previous $265,000 6.04%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$45.74 - $49.71 $2,744 - $2,982	60 Added 1.07%	5,667 $281,000
Q4 2023 Feb 06, 2024	SELL	$41.6 - $47.48 $107,244 - $122,403	-2,578 Reduced 31.5%	5,607 $265,000
Q3 2023 Oct 13, 2023	SELL	$43.37 - $46.68 $43,109 - $46,399	-994 Reduced 10.83%	8,185 $356,000
Q2 2023 Aug 03, 2023	SELL	$43.24 - $46.12 $36,451 - $38,879	-843 Reduced 8.41%	9,179 $412,000
Q1 2023 May 08, 2023	BUY	$41.83 - $45.62 $104,784 - $114,278	2,505 Added 33.32%	10,022 $441,000

Q4 2022 Feb 06, 2023	SELL	$38.11 - $42.48 $4,268 - $4,757	-112 Reduced 1.47%	7,517 $312,000
Q3 2022 Nov 03, 2022	BUY	$35.89 - $41.89 $1,040 - $1,214	29 Added 0.38%	7,629 $268,000
Q2 2022 Jul 29, 2022	BUY	$39.56 - $46.56 $300,656 - $353,856	7,600 New	7,600 $302,000

Others Institutions Holding PXF

# of Institutions

187

Shares Held

28.3M

Call Options Held

Put Options Held

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About INVESCO IFTSE RAFI DEV MKTS EX

Ticker PXF
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Avidian Wealth Solutions, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History