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 17,705 shares of PWB stock, worth $1.71 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
17,705
Previous 17,703 0.01%
Holding current value
$1.71 Million
Previous $1.38 Billion 13.85%
% of portfolio
0.7%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$75.84 - $90.45 $151 - $180
2 Added 0.01%
17,705 $1.57 Billion
Q4 2023

Feb 06, 2024

BUY
$65.5 - $77.84 $1.16 Million - $1.38 Million
17,703 New
17,703 $1.38 Billion

Others Institutions Holding PWB

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
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.