Heritage Wealth Advisors Invesco S&P Smallcap Financial Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 04, 2020	SELL	$52.69 - $57.94 $54,007 - $59,388	-1,025 Closed	0 $0
Q1 2019 May 06, 2019	BUY	$47.83 - $55.55 $49,025 - $56,938	1,025 New	1,025 $0

Others Institutions Holding PSCF

# of Institutions

26

Shares Held

125K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

26.9K
Shares

$1.63 Million
0.0% of portfolio
Morgan Stanley New York, NY

22K
Shares

$1.33 Million
0.0% of portfolio
Atlas Wealth LLC Cincinnati, OH

9.72K
Shares

$589,809
0.23% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

9.14K
Shares

$554,311
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

9.07K
Shares

$550,610
0.01% of portfolio

About INVESCO S&P SMALLCAP FINANCIAL

Ticker PSCF
Sector ETFs
Industry ETFs

More about PSCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.