Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 98,741 shares of PEY stock, worth $2.11 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
98,741
Previous 95,845 3.02%
Holding current value
$2.11 Million
Previous $1.88 Million 15.04%
% of portfolio
1.08%
Previous 1.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$19.4 - $21.93 $56,182 - $63,509
2,896 Added 3.02%
98,741 $2.17 Million
Q2 2024

Jul 19, 2024
BUY
$19.3 - $20.66 $291,121 - $311,635
15,084 Added 18.68%
95,845 $1.88 Million
Q1 2024

May 10, 2024
BUY
$19.47 - $21.39 $1.57 Million - $1.73 Million
80,761 New
80,761 $1.67 Million

Others Institutions Holding PEY

# of Institutions
204
Shares Held
22.6M
Call Options Held
58.7K
Put Options Held
10.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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