A detailed history of First Foundation Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, First Foundation Advisors holds 7,022 shares of PSI stock, worth $382,909. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,022
Previous 7,022 -0.0%
Holding current value
$382,909
Previous $441,000 8.62%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$50.1 - $64.84 $6,212 - $8,040
-124 Reduced 1.74%
7,022 $441,000
Q3 2023

Nov 15, 2023

BUY
$41.42 - $140.41 $197,324 - $668,913
4,764 Added 200.0%
7,146 $305,000
Q2 2023

Aug 14, 2023

BUY
$109.08 - $136.79 $259,828 - $325,833
2,382 New
2,382 $325,000

Others Institutions Holding PSI

About INVESCO EXCHANGE-TRADED FD TR


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

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors 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 First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.