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

Intergy Private Wealth, LLC

$260 Million
Q3 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	$44.32 - $47.8 $41,084 - $44,310	927 Added 16.99%	6,382 $0
Q3 2022 Oct 18, 2022	BUY	$45.55 - $49.51 $42,407 - $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

189

Shares Held

32.8M

Call Options Held

0

Put Options Held

0

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