Intergy Private Wealth, LLC Invesco Actively Managed ETF T Transaction History

Intergy Private Wealth, LLC

$240 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	SELL	$46.24 - $47.35 $77,960 - $79,832	-1,686 Reduced 23.83%	5,388 $252,000
Q4 2023 Jan 11, 2024	BUY	$43.49 - $47.4 $4,262 - $4,645	98 Added 1.4%	7,074 $334,000
Q3 2023 Oct 19, 2023	BUY	$44.55 - $46.82 $3,742 - $3,932	84 Added 1.22%	6,976 $311,000
Q2 2023 Aug 11, 2023	BUY	$46.01 - $47.65 $9,800 - $10,149	213 Added 3.19%	6,892 $320,000
Q1 2023 May 03, 2023	BUY	$46.61 - $48.66 $13,843 - $14,452	297 Added 4.65%	6,679 $315,000

Q4 2022 Jan 18, 2023	BUY	$44.65 - $47.8 $41,390 - $44,310	927 Added 16.99%	6,382 $0
Q3 2022 Oct 18, 2022	BUY	$46.42 - $49.51 $43,217 - $46,093	931 Added 20.58%	5,455 $249,000
Q2 2022 Jul 13, 2022	SELL	$47.72 - $52.41 $191,404 - $210,216	-4,011 Reduced 46.99%	4,524 $218,000
Q1 2022 Apr 25, 2022	BUY	$51.76 - $55.9 $441,771 - $477,106	8,535 New	8,535 $448,000

Others Institutions Holding GTO

# of Institutions

174

Shares Held

25M

Call Options Held

0

Put Options Held

0

About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.