Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 150,630 shares of PEY stock, worth $3.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
150,630
Previous 147,955 1.81%
Holding current value
$3.42 Million
Previous $2.91 Million 13.7%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$19.4 - $21.93 $51,894 - $58,662
2,675 Added 1.81%
150,630 $3.3 Million
Q2 2024

Aug 09, 2024
BUY
$19.3 - $20.66 $1.84 Million - $1.97 Million
95,521 Added 182.17%
147,955 $2.91 Million
Q1 2024

May 14, 2024
SELL
$19.47 - $21.39 $12,947 - $14,224
-665 Reduced 1.25%
52,434 $1.08 Million
Q4 2023

Feb 06, 2024
BUY
$18.0 - $21.28 $13,824 - $16,343
768 Added 1.47%
53,099 $1.12 Million
Q2 2023

Aug 08, 2023
BUY
$18.28 - $20.15 $21,808 - $24,038
1,193 Added 2.33%
52,331 $1.01 Million
Q1 2023

May 03, 2023
SELL
$18.83 - $21.76 $892,862 - $1.03 Million
-47,417 Reduced 48.11%
51,138 $1.02 Million
Q4 2022

Feb 14, 2023
BUY
$18.76 - $21.54 $267,442 - $307,074
14,256 Added 16.91%
98,555 $2.04 Million
Q3 2022

Nov 14, 2022
BUY
$18.59 - $22.0 $547,642 - $648,098
29,459 Added 53.72%
84,299 $1.57 Million
Q2 2022

Aug 11, 2022
SELL
$19.88 - $22.48 $49,183 - $55,615
-2,474 Reduced 4.32%
54,840 $1.13 Million
Q1 2022

Aug 11, 2022
BUY
$20.59 - $22.09 $906,042 - $972,048
44,004 Added 330.61%
57,314 $1.25 Million
Q4 2021

Aug 11, 2022
BUY
$19.52 - $21.06 $259,811 - $280,308
13,310 New
13,310 $280,000

Others Institutions Holding PEY

# of Institutions
202
Shares Held
22.3M
Call Options Held
58.7K
Put Options Held
10.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
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