Jfs Wealth Advisors, LLC Invesco ETF Tr Ii Global Clean Transaction History

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Global Clean stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,362 shares of PBD stock, worth $14,151. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,362
Previous 2,434 44.04%
Holding current value
$14,151
Previous $28,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$10.54 - $12.29 $11,298 - $13,174
-1,072 Reduced 44.04%
1,362 $14,000
Q4 2024

Jan 30, 2025
BUY
$11.39 - $14.03 $34 - $42
3 Added 0.12%
2,434 $28,000
Q3 2024

Oct 25, 2024
BUY
$12.63 - $14.81 $37 - $44
3 Added 0.12%
2,431 $34,000
Q2 2024

Jul 15, 2024
SELL
$13.16 - $14.96 $41,625 - $47,318
-3,163 Reduced 56.57%
2,428 $32,000
Q1 2024

Apr 30, 2024
SELL
$13.37 - $15.63 $415,887 - $486,186
-31,106 Reduced 84.76%
5,591 $79,000
Q4 2023

Feb 07, 2024
SELL
$13.23 - $16.21 $152,872 - $187,306
-11,555 Reduced 23.95%
36,697 $586,000
Q3 2023

Nov 02, 2023
BUY
$15.21 - $20.13 $48,641 - $64,375
3,198 Added 7.1%
48,252 $742,000
Q2 2023

Aug 07, 2023
BUY
$18.0 - $19.59 $55,800 - $60,729
3,100 Added 7.39%
45,054 $851,000
Q1 2023

Apr 19, 2023
BUY
$18.21 - $21.66 $1,019 - $1,212
56 Added 0.13%
41,954 $826,000
Q4 2022

Feb 13, 2023
SELL
$17.65 - $21.1 $67,034 - $80,137
-3,798 Reduced 8.31%
41,898 $769,000
Q3 2022

Oct 21, 2022
SELL
$19.0 - $25.04 $1,102 - $1,452
-58 Reduced 0.13%
45,696 $871,000
Q2 2022

Aug 02, 2022
SELL
$18.84 - $25.67 $9,250 - $12,603
-491 Reduced 1.06%
45,754 $897,000
Q1 2022

May 02, 2022
SELL
$20.57 - $27.4 $93,017 - $123,902
-4,522 Reduced 8.91%
46,245 $1.15 Million
Q4 2021

Feb 03, 2022
BUY
$25.92 - $32.33 $27,760 - $34,625
1,071 Added 2.16%
50,767 $1.36 Million
Q3 2021

Nov 09, 2021
BUY
$27.74 - $30.84 $1.38 Million - $1.53 Million
49,696 New
49,696 $1.39 Million

Others Institutions Holding PBD

# of Institutions
79
Shares Held
1.58M
Call Options Held
300
Put Options Held
0
View Full List

About INVESCO ETF TR II GLOBAL CLEAN

PBD Quotes by TradingView
  • Ticker PBD
  • Sector ETFs
  • Industry ETFs
More about PBD
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email