Ifp Advisors, Inc Invesco Dwa Industrials Moment Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$81.16 - $92.21 $48,858 - $55,510	-602 Reduced 50.93%	580 $35,000
Q3 2022 Nov 08, 2022	BUY	$80.23 - $95.45 $802 - $954	10 Added 0.85%	1,182 $72,000
Q2 2022 Sep 06, 2022	BUY	$79.13 - $98.26 $92,740 - $115,160	1,172 New	1,172 $71,000
Q2 2022 Aug 12, 2022	SELL	$79.13 - $98.26 $92,740 - $115,160	-1,172 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$92.95 - $115.26 $53,725 - $66,620	578 Added 97.31%	1,172 $0
Q1 2022 Aug 08, 2022	BUY	$92.95 - $115.26 $55,212 - $68,464	594 New	594 $0
Q4 2021 Jan 12, 2022	SELL	$100.21 - $121.54 $46,898 - $56,880	-468 Closed	0 $0
Q3 2021 Oct 06, 2021	BUY	$94.8 - $105.64 $853 - $950	9 Added 1.96%	468 $46,000
Q2 2021 Jul 13, 2021	BUY	$95.7 - $104.57 $43,926 - $47,997	459 New	459 $46,000
Q3 2018 Oct 25, 2018	SELL	N/A	-100 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	N/A	100 New	100 $0

Others Institutions Holding PRN

# of Institutions

77

Shares Held

863K

Call Options Held

1K

Put Options Held

5K

Wells Fargo & Company San Francisco, CA

136K
Shares

$20.9 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$17.4 Million
1.61% of portfolio
Morgan Stanley New York, NY

68.3K
Shares

$10.5 Million
0.0% of portfolio
Janney Montgomery Scott LLC

58K
Shares

$8.91 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

53.7K
Shares

$8.26 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

Ticker PRN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ifp Advisors, Inc with notifications on news.