Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 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 14,547 shares of PSI stock, worth $1.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,547

Previous 14,917 2.48%

Holding current value

$1.08 Million

Previous $894,000 14.32%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$58.74 - $71.59 $21,733 - $26,488	-370 Reduced 2.48%	14,547 $1.02 Million
Q2 2025 Aug 14, 2025	BUY	$39.29 - $60.31 $3,536 - $5,427	90 Added 0.61%	14,917 $894,000
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

148

Shares Held

3.41M

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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Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History