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

$1.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

22K
Shares

$1.23 Million
0.0% of portfolio
Atlas Wealth LLC Cincinnati, OH

9.72K
Shares

$542,473
0.23% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

9.14K
Shares

$509,824
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

9.07K
Shares

$506,419
0.01% of portfolio

About INVESCO S&P SMALLCAP FINANCIAL

Ticker PSCF
Sector ETFs
Industry ETFs

More about PSCF

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