Avitas Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Avitas Wealth Management LLC

$701 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	N/A	-2,155 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	N/A	-17 Reduced 0.78%	2,155 $310,000
Q2 2021 Jul 12, 2021	BUY	N/A	325 Added 17.6%	2,172 $358,000
Q1 2021 May 13, 2021	SELL	N/A	-462 Reduced 20.01%	1,847 $288,000
Q4 2020 Feb 26, 2021	SELL	N/A	-29 Reduced 1.24%	2,309 $355,000
Q3 2020 Oct 06, 2020	BUY	N/A	44 Added 1.92%	2,338 $289,000
Q2 2020 Jul 30, 2020	BUY	N/A	2,294 New	2,294 $263,000
Q1 2020 May 13, 2020	SELL	N/A	-3,276 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	N/A	-27 Reduced 0.82%	3,276 $327,000
Q3 2019 Oct 18, 2019	SELL	N/A	-76 Reduced 2.25%	3,303 $307,000
Q2 2019 Jul 23, 2019	BUY	N/A	77 Added 2.33%	3,379 $324,000
Q1 2019 May 01, 2019	BUY	N/A	10 Added 0.3%	3,302 $302,000
Q4 2018 Feb 08, 2019	BUY	N/A	3,292 New	3,292 $243,000

Others Institutions Holding PSJ

# of Institutions

113

Shares Held

2.45M

Call Options Held

0

Put Options Held

0

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