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

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

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 4,725 shares of PBE stock, worth $312,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,725
Previous 5,275 10.43%
Holding current value
$312,039
Previous $334,000 9.58%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$56.01 - $65.43 $30,805 - $35,986
-550 Reduced 10.43%
4,725 $302,000
Q4 2024

Feb 10, 2025
SELL
$65.93 - $72.24 $4,417 - $4,840
-67 Reduced 1.25%
5,275 $350,000
Q4 2023

Feb 06, 2024
BUY
$52.52 - $66.71 $280,561 - $356,364
5,342 New
5,342 $351,000

Others Institutions Holding PBE

# of Institutions
109
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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