Ivc Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Ivc Wealth Advisors LLC

$173 Million
Q1 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,290 shares of PWV stock, worth $235,349. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,290

Previous 4,290 -0.0%

Holding current value

$235,349

Previous $217,000 11.98%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$43.67 - $46.63 $187,344 - $200,042	4,290 New	4,290 $200,000
Q4 2022 Jan 17, 2023	BUY	$46.19 - $49.21 $198,155 - $211,110	4,290 New	4,290 $0
Q2 2022 Jul 11, 2022	SELL	$42.73 - $50.01 $183,311 - $214,542	-4,290 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$46.43 - $50.64 $10,678 - $11,647	-230 Reduced 5.09%	4,290 $210,000
Q2 2021 Jul 13, 2021	SELL	$42.85 - $46.04 $25,710 - $27,624	-600 Reduced 11.72%	4,520 $201,000

Q1 2021 Apr 20, 2021	SELL	$38.09 - $43.0 $7,084 - $7,998	-186 Reduced 3.51%	5,120 $218,000
Q4 2020 Feb 01, 2021	BUY	$32.7 - $38.56 $173,506 - $204,599	5,306 New	5,306 $205,000

Others Institutions Holding PWV

# of Institutions

144

Shares Held

9.57M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
Sector ETFs
Industry ETFs

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Ivc Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History