Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 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 17,442 shares of PWB stock, worth $2.24 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

17,442

Previous 17,613 0.97%

Holding current value

$2.24 Million

Previous $1.69 Billion 22.64%

% of portfolio

0.9%

Previous 0.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$86.24 - $117.44 $14,747 - $20,082	-171 Reduced 0.97%	17,442 $2.07 Billion
Q4 2024 Feb 10, 2025	SELL	$98.04 - $108.11 $3,431 - $3,783	-35 Reduced 0.2%	17,613 $1.9 Billion
Q3 2024 Oct 28, 2024	SELL	$86.85 - $98.91 $9,032 - $10,286	-104 Reduced 0.59%	17,648 $1.74 Billion
Q2 2024 Aug 13, 2024	BUY	$83.83 - $94.82 $3,940 - $4,456	47 Added 0.27%	17,752 $1.68 Billion
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

# of Institutions

201

Shares Held

7.5M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
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Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History