Great Valley Advisor Group, Inc. Invesco ETF Tr S&P 500 Equal W Transaction History

Great Valley Advisor Group, Inc.

$4.13 Billion
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	SELL	$28.4 - $31.71 $3,493 - $3,900	-123 Reduced 1.03%	11,821 $371,000
Q3 2023 Nov 06, 2023	BUY	$29.93 - $168.9 $286,190 - $1.62 Million	9,562 Added 401.43%	11,944 $358,000
Q2 2023 Aug 10, 2023	SELL	$0.0 - $176.69 $0 - $2.34 Million	-13,266 Reduced 84.78%	2,382 $398,000
Q1 2023 May 02, 2023	BUY	$162.99 - $173.85 $13,365 - $14,255	82 Added 0.53%	15,648 $2.67 Million
Q4 2022 Jan 31, 2023	BUY	$164.06 - $177.2 $123,209 - $133,077	751 Added 5.07%	15,566 $2.65 Million
Q3 2022 Oct 21, 2022	BUY	N/A	13,021 Added 725.81%	14,815 $2.28 Million
Q2 2022 Jul 19, 2022	BUY	N/A	8 Added 0.45%	1,794 $297,000
Q1 2022 Apr 20, 2022	BUY	N/A	9 Added 0.51%	1,786 $303,000
Q3 2021 Oct 14, 2021	SELL	N/A	-113 Reduced 5.98%	1,777 $274,000
Q1 2021 Apr 20, 2021	BUY	N/A	2 Added 0.11%	1,890 $298,000
Q4 2020 Jan 29, 2021	SELL	N/A	-88 Reduced 4.45%	1,888 $286,000
Q3 2020 Oct 21, 2020	SELL	N/A	-8 Reduced 0.4%	1,976 $283,000
Q2 2020 Jul 31, 2020	BUY	N/A	314 Added 18.8%	1,984 $270,000
Q1 2020 May 15, 2020	SELL	N/A	-192 Reduced 10.31%	1,670 $205,000
Q4 2019 Feb 10, 2020	SELL	N/A	-50 Reduced 2.62%	1,862 $272,000
Q3 2019 Oct 25, 2019	SELL	N/A	-22 Reduced 1.14%	1,912 $268,000
Q2 2019 Jul 30, 2019	BUY	N/A	21 Added 1.1%	1,934 $257,000
Q1 2019 Apr 26, 2019	SELL	N/A	-2,513 Reduced 56.78%	1,913 $251,000
Q4 2018 Apr 11, 2019	BUY	N/A	4,426 New	4,426 $263,000

Others Institutions Holding RHS

# of Institutions

134

Shares Held

3.4M

Call Options Held

0

Put Options Held

0

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