Clark Asset Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Clark Asset Management, LLC

  • $596 Billion
  • Q1 2025
Number of Shares
33,664
Previous 24,757 35.98%
Holding current value
$828 Million
Previous $621 Million 33.32%
% of portfolio
0.14%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
8,907 Added 35.98%
33,664 $828 Million
Q4 2024

Apr 02, 2025
BUY
N/A
24,757 New
24,757 $621 Million
Q3 2024

Apr 28, 2025
BUY
N/A
5,387 Added 60.86%
14,239 $365 Million
Q2 2024

Apr 28, 2025
SELL
N/A
-15,905 Reduced 64.24%
8,852 $223 Million
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