Householder Group Estate & Retirement Specialist, LLC Invesco Exchange Traded Fd Tr Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$44.92 - $48.51 $89 - $97	2 Added 0.29%	697 $31,000
Q1 2024 May 03, 2024	SELL	$44.4 - $48.78 $17,404 - $19,121	-392 Reduced 36.06%	695 $33,000
Q4 2023 Jan 23, 2024	SELL	$40.17 - $46.27 $59,813 - $68,896	-1,489 Reduced 57.8%	1,087 $49,000
Q3 2023 Oct 10, 2023	SELL	$42.25 - $46.34 $30,715 - $33,689	-727 Reduced 22.01%	2,576 $109,000
Q1 2023 Apr 13, 2023	BUY	$44.24 - $46.72 $146,124 - $154,316	3,303 New	3,303 $153,000
Q3 2022 Oct 11, 2022	BUY	$42.01 - $47.58 $99,773 - $113,002	2,375 New	2,375 $99,000

Others Institutions Holding PBJ

# of Institutions

Shares Held

1.01M

Call Options Held

Put Options Held

Kingsview Wealth Management, LLC Grants Pass, OR

140K
Shares

$6.76 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

127K
Shares

$6.15 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

125K
Shares

$6.03 Million
0.0% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

79.1K
Shares

$3.82 Million
2.22% of portfolio
Bank Of America Corp Charlotte, NC

59.8K
Shares

$2.88 Million
0.0% of portfolio

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