Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 189,558 shares of PIO stock, worth $8.5 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
189,558
Previous 185,107 2.4%
Holding current value
$8.5 Million
Previous $7.43 Million 13.99%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Aug 13, 2025
BUY
$35.79 - $44.67 $159,301 - $198,826
4,451 Added 2.4%
189,558 $8.47 Million
Q1 2025

May 14, 2025
BUY
$38.78 - $41.4 $172,454 - $184,105
4,447 Added 2.46%
185,107 $7.43 Million
Q4 2024

Feb 11, 2025
SELL
$39.06 - $42.96 $11,171 - $12,286
-286 Reduced 0.16%
180,660 $7.06 Million
Q3 2024

Nov 12, 2024
BUY
$39.3 - $43.08 $7.11 Million - $7.8 Million
180,946 New
180,946 $7.8 Million

Others Institutions Holding PIO

# of Institutions
124
Shares Held
2.53M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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