Gladstone Institutional Advisory LLC Invesco S&P Smallcap Financial Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 8,342 shares of PSCF stock, worth $474,910. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,342
Previous 8,278 0.77%
Holding current value
$474,910
Previous $458,000 0.66%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 29, 2025
BUY
$53.94 - $61.67 $3,452 - $3,946
64 Added 0.77%
8,342 $461,000
Q3 2024

Oct 28, 2024
BUY
$47.17 - $56.77 $23,396 - $28,157
496 Added 6.37%
8,278 $458,000
Q2 2024

Aug 02, 2024
BUY
$44.43 - $49.02 $88,504 - $97,647
1,992 Added 34.4%
7,782 $371,000
Q1 2024

May 14, 2024
SELL
$45.47 - $49.09 $108,127 - $116,736
-2,378 Reduced 29.11%
5,790 $280,000
Q4 2023

Feb 09, 2024
BUY
$38.48 - $50.04 $314,304 - $408,726
8,168 New
8,168 $401,000
Q2 2023

Aug 10, 2023
SELL
$38.78 - $44.32 $246,175 - $281,343
-6,348 Reduced 52.7%
5,697 $239,000
Q1 2023

May 12, 2023
BUY
$41.34 - $53.31 $321,873 - $415,071
7,786 Added 182.81%
12,045 $522,000
Q4 2022

Feb 01, 2023
BUY
$45.29 - $51.91 $192,890 - $221,084
4,259 New
4,259 $204,000
Q2 2022

Aug 15, 2022
SELL
$46.79 - $58.29 $452,693 - $563,955
-9,675 Closed
0 $0
Q1 2022

Jan 27, 2023
BUY
$56.65 - $63.27 $548,088 - $612,137
9,675 New
9,675 $562,000
Q1 2022

May 04, 2022
BUY
$56.65 - $63.27 $548,088 - $612,137
9,675 New
9,675 $562,000

Others Institutions Holding PSCF

# of Institutions
27
Shares Held
105K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP FINANCIAL

PSCF Quotes by TradingView
  • Ticker PSCF
  • Sector ETFs
  • Industry ETFs
More about PSCF
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