J.W. Cole Advisors, Inc. INVESCO ACTIVELY MANAGED EXC Transaction History

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Number of Shares
84,776
Previous 268,720 68.45%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-183,944 Reduced 68.45%
84,776 $0
Q1 2025

May 05, 2025
BUY
N/A
167,092 Added 164.42%
268,720 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-3,430 Reduced 3.26%
101,628 $0
Q3 2024

Oct 24, 2024
SELL
N/A
-5,071 Reduced 4.6%
105,058 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-26,160 Reduced 19.19%
110,129 $0
Q1 2024

Apr 30, 2024
BUY
N/A
10,564 Added 8.4%
136,289 $0
Q4 2023

Jan 31, 2024
BUY
N/A
125,725 New
125,725 $0
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