Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,827 shares of PSI stock, worth $754,990. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,827
Previous 15,327 3.26%
Holding current value
$754,990
Previous $887,000 20.86%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$47.38 - $64.98 $23,690 - $32,490
-500 Reduced 3.26%
14,827 $702,000
Q3 2024

Nov 14, 2024
SELL
$49.13 - $66.72 $50,112 - $68,054
-1,020 Reduced 6.24%
15,327 $881,000
Q1 2024

May 15, 2024
BUY
$45.91 - $58.22 $3,030 - $3,842
66 Added 0.41%
16,347 $922,000
Q3 2023

Nov 15, 2023
BUY
$41.42 - $140.41 $447,087 - $1.52 Million
10,794 Added 196.72%
16,281 $696,000
Q2 2023

Aug 15, 2023
SELL
$109.08 - $136.79 $15,816 - $19,834
-145 Reduced 2.57%
5,487 $750,000
Q1 2023

May 03, 2023
BUY
$99.23 - $123.56 $558,863 - $695,889
5,632 New
5,632 $696,000

Others Institutions Holding PSI

# of Institutions
124
Shares Held
3.59M
Call Options Held
100
Put Options Held
400
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email