Captrust Financial Advisors Invesco Exchange Traded Fd Tr Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 220,263 shares of PSI stock, worth $14.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
220,263
Previous 180,736 21.87%
Holding current value
$14.2 Million
Previous $8.95 Million 38.93%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 15, 2024
BUY
$45.91 - $58.22 $1.81 Million - $2.3 Million
39,527 Added 21.87%
220,263 $12.4 Million
Q4 2023

Feb 14, 2024
BUY
$37.92 - $50.06 $10,200 - $13,466
269 Added 0.15%
180,736 $8.95 Million
Q3 2023

Nov 14, 2023
BUY
$41.42 - $140.41 $4.88 Million - $16.5 Million
117,710 Added 187.56%
180,467 $7.72 Million
Q2 2023

Aug 14, 2023
BUY
$109.08 - $136.79 $286,880 - $359,757
2,630 Added 4.37%
62,757 $8.58 Million
Q1 2023

May 15, 2023
SELL
$99.23 - $123.56 $2.5 Million - $3.12 Million
-25,226 Reduced 29.55%
60,127 $7.43 Million
Q4 2022

Feb 15, 2023
SELL
$93.71 - $111.55 $97,083 - $115,565
-1,036 Reduced 1.2%
85,353 $8.54 Million
Q3 2022

Nov 16, 2022
BUY
N/A
8,833 Added 11.39%
86,389 $7.77 Million
Q2 2022

Aug 23, 2022
SELL
N/A
-2 Reduced -0.0%
77,556 $7.57 Million
Q2 2022

Aug 16, 2022
BUY
N/A
61,022 Added 369.03%
77,558 $7.57 Million
Q1 2022

May 16, 2022
BUY
N/A
15,838 Added 2269.05%
16,536 $2.14 Million
Q2 2021

Aug 16, 2021
BUY
N/A
98 Added 16.33%
698 $90,000
Q2 2020

Aug 14, 2020
BUY
N/A
600 New
600 $43,000
Q4 2019

Feb 14, 2020
SELL
N/A
-600 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
600 New
600 $31,000

Others Institutions Holding PSI

# of Institutions
133
Shares Held
4.67M
Call Options Held
100
Put Options Held
400
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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