Insight Wealth Strategies, LLC Invesco Municipal Income Opportunities Trust Transaction History

Insight Wealth Strategies, LLC

$676 Million
Q1 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Invesco Municipal Income Opportunities Trust stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 37,961 shares of OIA stock, worth $239,533. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,961

Previous 37,755 0.55%

Holding current value

$239,533

Previous $239,000 3.35%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 05, 2024	BUY	$6.21 - $6.7 $1,279 - $1,380	206 Added 0.55%	37,961 $247,000
Q4 2023 Jan 12, 2024	BUY	$4.94 - $6.48 $1,042 - $1,367	211 Added 0.56%	37,755 $239,000
Q3 2023 Oct 13, 2023	BUY	$5.68 - $6.45 $1,118 - $1,270	197 Added 0.53%	37,544 $218,000
Q2 2023 Jul 14, 2023	BUY	$5.97 - $6.59 $1,128 - $1,245	189 Added 0.51%	37,347 $233,000
Q1 2023 Apr 06, 2023	BUY	$6.23 - $7.09 $1,165 - $1,325	187 Added 0.51%	37,158 $246,000

Q4 2022 Jan 06, 2023	SELL	$5.45 - $6.77 $29,113 - $36,165	-5,342 Reduced 12.62%	36,971 $0
Q2 2022 Jul 01, 2022	SELL	$6.03 - $7.19 $6,427 - $7,664	-1,066 Reduced 2.46%	42,313 $273,000
Q1 2022 Apr 12, 2022	BUY	$6.96 - $8.0 $1,238 - $1,424	178 Added 0.41%	43,379 $308,000
Q4 2021 Jan 31, 2022	BUY	$7.71 - $8.23 $1,210 - $1,292	157 Added 0.36%	43,201 $346,000
Q3 2021 Oct 28, 2021	BUY	$7.87 - $8.48 $1,219 - $1,314	155 Added 0.36%	43,044 $342,000
Q2 2021 Aug 12, 2021	SELL	$7.92 - $8.31 $38,356 - $40,245	-4,843 Reduced 10.15%	42,889 $356,000
Q1 2021 May 12, 2021	BUY	$7.72 - $8.14 $1,235 - $1,302	160 Added 0.34%	47,732 $377,000
Q4 2020 Feb 05, 2021	BUY	$7.02 - $7.89 $90,621 - $101,852	12,909 Added 37.24%	47,572 $375,000
Q3 2020 Oct 29, 2020	BUY	$7.14 - $7.65 $1,192 - $1,277	167 Added 0.48%	34,663 $253,000
Q2 2020 Jul 31, 2020	BUY	$6.42 - $7.45 $33,242 - $38,576	5,178 Added 17.66%	34,496 $247,000
Q1 2020 Apr 21, 2020	BUY	$5.58 - $8.22 $535 - $789	96 Added 0.33%	29,318 $202,000
Q4 2019 Feb 21, 2020	BUY	$7.65 - $7.98 $703 - $734	92 Added 0.32%	29,222 $231,000
Q3 2019 Nov 06, 2019	BUY	$7.65 - $8.09 $44,148 - $46,687	5,771 Added 24.71%	29,130 $231,000
Q2 2019 Aug 06, 2019	BUY	$7.36 - $7.96 $699 - $756	95 Added 0.41%	23,359 $179,000
Q1 2019 Apr 24, 2019	BUY	$7.05 - $7.89 $15,601 - $17,460	2,213 Added 10.51%	23,264 $181,000
Q4 2018 Feb 12, 2019	BUY	$6.85 - $7.69 $144,199 - $161,882	21,051 New	21,051 $147,000

Others Institutions Holding OIA

# of Institutions

Shares Held

6.06M

Call Options Held

Put Options Held

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About Invesco Municipal Income Opportunities Trust

Ticker OIA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Municipal Income Opportunities Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, INVESCO Asset Management (Japan) Limited, Invesco Hong Kong Limited, INVESCO Senior Secured Management, Inc...

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Insight Wealth Strategies, LLC Invesco Municipal Income Opportunities Trust Transaction History