Gradient Investments LLC Invesco Exchange Traded Fd Tr Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	SELL	$31.15 - $43.7 $623 - $874	-20 Reduced 24.1%	63 $1,000
Q2 2022 Jul 11, 2022	BUY	$42.19 - $68.38 $2,657 - $4,307	63 Added 315.0%	83 $4,000
Q3 2020 Oct 06, 2020	BUY	$40.95 - $60.78 $819 - $1,215	20 New	20 $1,000
Q4 2019 Jan 15, 2020	SELL	$28.2 - $34.23 $24,336 - $29,540	-863 Closed	0 $0
Q3 2019 Oct 10, 2019	SELL	$28.68 - $31.46 $121,058 - $132,792	-4,221 Reduced 83.03%	863 $25,000
Q4 2018 Jan 18, 2019	SELL	$20.12 - $25.11 $12,132 - $15,141	-603 Reduced 10.6%	5,084 $109,000
Q3 2018 Oct 11, 2018	SELL	$24.78 - $26.04 $14,868 - $15,624	-600 Reduced 9.54%	5,687 $141,000
Q2 2018 Aug 09, 2018	BUY	$24.36 - $26.92 $153,151 - $169,246	6,287 New	6,287 $157,000

Others Institutions Holding PBW

# of Institutions

141

Shares Held

3.69M

Call Options Held

5.7K

Put Options Held

7.9K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.