Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,993 shares of PWB stock, worth $294,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,993
Previous 3,223 7.14%
Holding current value
$294,720
Previous $318,000 4.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 07, 2025
SELL
$98.04 - $108.11 $22,549 - $24,865
-230 Reduced 7.14%
2,993 $304,000
Q3 2024

Nov 08, 2024
SELL
$86.85 - $98.91 $13,027 - $14,836
-150 Reduced 4.45%
3,223 $318,000
Q1 2024

Jun 11, 2024
SELL
$75.84 - $90.45 $1,896 - $2,261
-25 Reduced 0.74%
3,373 $301,000
Q4 2023

Feb 09, 2024
SELL
$65.5 - $77.84 $8,973 - $10,664
-137 Reduced 3.88%
3,398 $264,000
Q1 2023

May 11, 2023
BUY
$58.89 - $65.13 $19,728 - $21,818
335 Added 10.47%
3,535 $229,000
Q4 2022

Feb 09, 2023
BUY
$56.26 - $64.63 $180,032 - $206,816
3,200 New
3,200 $191,000

Others Institutions Holding PWB

# of Institutions
181
Shares Held
6.22M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWB Quotes by TradingView
  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email