A detailed history of Davies Financial Advisors, Inc. transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 19,334 shares of IUS stock, worth $984,100. This represents 0.82% of its overall portfolio holdings.

Number of Shares
19,334
Previous 16,133 19.84%
Holding current value
$984,100
Previous $811 Million 18.34%
% of portfolio
0.82%
Previous 0.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$49.39 - $52.31 $158,097 - $167,444
3,201 Added 19.84%
19,334 $960 Million
Q3 2024

Oct 09, 2024

BUY
$46.07 - $50.3 $511,054 - $557,977
11,093 Added 220.1%
16,133 $811 Million
Q2 2024

Jul 30, 2024

BUY
$45.1 - $47.67 $227,304 - $240,256
5,040 New
5,040 $239 Million

Others Institutions Holding IUS

About INVESCO EX-TRADED SELF INDX FD


  • Ticker IUS
  • Sector ETFs
  • Industry ETFs
More about IUS
Track This Portfolio

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.