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

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

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 4,365 shares of PSI stock, worth $320,478. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,365

Previous 4,365 -0.0%

Holding current value

$320,478

Previous $261,000 17.24%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	BUY	$37.92 - $50.06 $165,520 - $218,511	4,365 New	4,365 $216,000
Q2 2023 Jul 25, 2023	BUY	$109.08 - $136.79 $162,856 - $204,227	1,493 New	1,493 $204,000
Q2 2022 Jul 25, 2022	SELL	$32.26 - $42.95 $50,164 - $66,787	-1,555 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$40.99 - $51.81 $18,568 - $23,469	-453 Reduced 22.56%	1,555 $239,000
Q2 2021 Jul 21, 2021	BUY	$36.27 - $43.03 $72,830 - $86,404	2,008 New	2,008 $258,000
Q1 2020 Apr 29, 2020	SELL	$15.5 - $24.44 $24,102 - $38,004	-1,555 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$18.73 - $22.68 $29,125 - $35,267	1,555 New	1,555 $104,000

Others Institutions Holding PSI

# of Institutions

144

Shares Held

3.65M

Call Options Held

7.4K

Put Options Held

500

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About INVESCO EXCHANGE-TRADED FD TR

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