Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,960 shares of PBE stock, worth $318,630. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,960

Previous 4,768 4.03%

Holding current value

$318,630

Previous $313,000 2.56%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$62.39 - $67.29 $11,978 - $12,919	192 Added 4.03%	4,960 $321,000
Q4 2023 Feb 14, 2024	BUY	$52.52 - $66.71 $55,618 - $70,645	1,059 Added 28.55%	4,768 $313,000
Q3 2023 Nov 14, 2023	BUY	$57.04 - $64.1 $15,457 - $17,371	271 Added 7.88%	3,709 $211,000
Q2 2023 Aug 14, 2023	SELL	$59.86 - $64.74 $13,468 - $14,566	-225 Reduced 6.14%	3,438 $210,000
Q1 2023 May 15, 2023	BUY	$60.12 - $67.92 $5,410 - $6,112	90 Added 2.52%	3,663 $229,000

Q4 2022 Feb 14, 2023	SELL	$62.06 - $68.03 $23,582 - $25,851	-380 Reduced 9.61%	3,573 $226,000
Q3 2022 Nov 22, 2022	BUY	N/A	3,953 New	3,953 $233,000

Others Institutions Holding PBE

# of Institutions

109

Shares Held

1.24M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBE
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History