Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 25,170 shares of PEY stock, worth $492,073. This represents 0.07% of its overall portfolio holdings.

Number of Shares
25,170
Previous 25,171 0.0%
Holding current value
$492,073
Previous $532,000 2.44%
% of portfolio
0.07%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$19.47 - $21.39 $19 - $21
-1 Reduced -0.0%
25,170 $519,000
Q1 2023

Apr 20, 2023
SELL
$18.83 - $21.76 $4,707 - $5,440
-250 Reduced 0.98%
25,171 $501,000
Q4 2022

Feb 02, 2023
SELL
$20.24 - $21.54 $586 - $624
-29 Reduced 0.11%
25,421 $525,000
Q2 2022

Jul 25, 2022
SELL
$19.88 - $22.48 $17,772 - $20,097
-894 Reduced 3.39%
25,450 $523,000
Q1 2022

Apr 29, 2022
SELL
$20.59 - $22.09 $576 - $618
-28 Reduced 0.11%
26,344 $575,000
Q3 2020

Nov 03, 2020
SELL
$13.69 - $15.37 $15,866 - $17,813
-1,159 Reduced 4.21%
26,372 $379,000
Q2 2020

Jul 30, 2020
BUY
$12.35 - $16.47 $4,940 - $6,588
400 Added 1.47%
27,531 $397,000
Q1 2020

Apr 29, 2020
SELL
$11.14 - $19.3 $10,583 - $18,335
-950 Reduced 3.38%
27,131 $351,000
Q4 2019

Feb 27, 2020
BUY
$17.61 - $19.01 $485,120 - $523,687
27,548 Added 5168.48%
28,081 $533,000
Q4 2019

Jan 27, 2020
SELL
$17.61 - $19.01 $485,120 - $523,687
-27,548 Reduced 98.1%
533 $533,000
Q1 2019

May 15, 2019
SELL
$15.75 - $17.94 $1,575 - $1,794
-100 Reduced 0.35%
28,081 $502,000
Q4 2018

Feb 08, 2019
BUY
$15.14 - $18.13 $426,660 - $510,921
28,181 New
28,181 $446,000

Others Institutions Holding PEY

# of Institutions
217
Shares Held
23.7M
Call Options Held
60.7K
Put Options Held
10.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email