First Heartland Consultants, Inc. Invesco Exchange Traded Fd Tr Transaction History

First Heartland Consultants, Inc.

$963 Million
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$65.02 - $80.84 $537,585 - $668,385	-8,268 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$73.2 - $82.12 $19,178 - $21,515	262 Added 3.27%	8,268 $667,000
Q1 2021 May 17, 2021	SELL	$63.11 - $72.93 $159,352 - $184,148	-2,525 Reduced 23.98%	8,006 $545,000
Q4 2020 Jan 29, 2021	SELL	$60.08 - $67.91 $77,923 - $88,079	-1,297 Reduced 10.97%	10,531 $712,000
Q3 2020 Oct 21, 2020	SELL	$55.14 - $65.5 $1.45 Million - $1.72 Million	-26,290 Reduced 68.97%	11,828 $732,000

Q2 2020 Jul 16, 2020	SELL	$41.73 - $54.82 $6,176 - $8,113	-148 Reduced 0.39%	38,118 $2.09 Million
Q1 2020 May 14, 2020	SELL	$37.46 - $55.46 $203,707 - $301,591	-5,438 Reduced 12.44%	38,266 $1.67 Million
Q4 2019 Feb 13, 2020	SELL	$46.94 - $51.63 $4.64 Million - $5.1 Million	-98,780 Reduced 69.33%	43,704 $2.25 Million
Q3 2019 Nov 18, 2019	BUY	$47.24 - $50.26 $219,051 - $233,055	4,637 Added 3.36%	142,484 $6.89 Million
Q2 2019 Aug 12, 2019	SELL	$45.34 - $49.0 $22,533 - $24,353	-497 Reduced 0.36%	137,847 $6.67 Million
Q1 2019 May 15, 2019	BUY	$40.25 - $47.57 $248,181 - $293,316	6,166 Added 4.66%	138,344 $6.57 Million
Q4 2018 Feb 12, 2019	BUY	$38.42 - $48.53 $171,891 - $217,123	4,474 Added 3.5%	132,178 $5.48 Million
Q3 2018 Nov 16, 2018	BUY	$44.76 - $48.34 $885,039 - $955,826	19,773 Added 18.32%	127,704 $6.16 Million
Q2 2018 Aug 09, 2018	BUY	$41.86 - $46.81 $4.52 Million - $5.05 Million	107,931 New	107,931 $4.86 Million

Others Institutions Holding PWB

# of Institutions

163

Shares Held

5.49M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

773K
Shares

$73 Million
0.04% of portfolio
Morgan Stanley New York, NY

718K
Shares

$67.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

400K
Shares

$37.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

377K
Shares

$35.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

216K
Shares

$20.4 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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