Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

  • $228 Billion
  • Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 6,812 shares of PTF stock, worth $503,679. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,812
Previous 6,812 -0.0%
Holding current value
$503,679
Previous $478 Million 5.82%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 28, 2024
SELL
$53.62 - $65.67 $68,365 - $83,729
-1,275 Reduced 15.77%
6,812 $432 Million
Q1 2024

May 13, 2024
SELL
$47.14 - $58.59 $17,253 - $21,443
-366 Reduced 4.33%
8,087 $457 Million
Q4 2023

Feb 06, 2024
BUY
$40.47 - $51.5 $342,092 - $435,329
8,453 New
8,453 $427 Million

Others Institutions Holding PTF

# of Institutions
112
Shares Held
2.95M
Call Options Held
7.8K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PTF Quotes by TradingView
  • Ticker PTF
  • Sector ETFs
  • Industry ETFs
More about PTF
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email