Bernard Wealth Management Corp. Invesco Exchange Traded Fd Tr Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 12 shares of PBW stock, worth $408. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 12 -0.0%
Holding current value
$408
Previous $240,000 44.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2025
SELL
$13.42 - $20.22 $107 - $161
-8 Reduced 40.0%
12 $240,000
Q4 2024

Feb 13, 2025
BUY
$19.01 - $21.64 $380 - $432
20 New
20 $498,000

Others Institutions Holding PBW

# of Institutions
138
Shares Held
3.08M
Call Options Held
11.6K
Put Options Held
17.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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