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

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 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 3,223 shares of PWB stock, worth $344,023. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,223

Previous 3,373 4.45%

Holding current value

$344,023

Previous $318,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

178

Shares Held

5.92M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWB
Sector ETFs
Industry ETFs

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