Exencial Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 14, 2019
SELL
$17.05 - $18.26 $175,836 - $188,315
-10,313 Closed
0 $0
Q4 2018

Feb 06, 2019
SELL
$15.14 - $18.13 $18,894 - $22,626
-1,248 Reduced 10.79%
10,313 $163,000
Q3 2018

Nov 05, 2018
BUY
$17.56 - $18.34 $203,011 - $212,028
11,561 New
11,561 $207,000

Others Institutions Holding PEY

# of Institutions
203
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
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

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

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email