Buckingham Strategic Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,250 shares of PSI stock, worth $314,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,250
Previous 5,250 -0.0%
Holding current value
$314,527
Previous $296,000 11.15%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$41.42 - $140.41 $144,970 - $491,435
3,500 Added 200.0%
5,250 $224,000
Q2 2023

Aug 11, 2023
BUY
$109.08 - $136.79 $190,890 - $239,382
1,750 New
1,750 $239,000
Q2 2022

Aug 12, 2022
SELL
$32.26 - $42.95 $56,455 - $75,162
-1,750 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$40.99 - $51.81 $30,742 - $38,857
-750 Reduced 30.0%
1,750 $269,000
Q4 2020

Feb 16, 2021
SELL
$25.69 - $35.07 $12,845 - $17,535
-500 Reduced 16.67%
2,500 $262,000
Q3 2020

Nov 12, 2020
SELL
$23.98 - $28.1 $28,776 - $33,720
-1,200 Reduced 28.57%
3,000 $232,000
Q1 2019

May 02, 2019
BUY
N/A
4,200 New
4,200 $223,000

Others Institutions Holding PSI

# of Institutions
139
Shares Held
3.85M
Call Options Held
5.1K
Put Options Held
1.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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