Keeler & Nadler Financial Planning & Wealth Management Invesco Actively Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Oct 03, 2024	SELL	$74.46 - $92.44 $188,756 - $234,335	-2,535 Closed	0 $0
Q4 2022 Oct 03, 2024	BUY	$80.1 - $92.51 $16,180 - $18,687	202 Added 8.66%	2,535 $221 Million
Q4 2021 Oct 03, 2024	BUY	$103.68 - $120.11 $241,885 - $280,216	2,333 New	2,333 $280 Million

Others Institutions Holding PSR

# of Institutions

Shares Held

1.34M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

987K
Shares

$95.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

44.6K
Shares

$4.32 Million
0.0% of portfolio
Koshinski Asset Management, Inc.

32.3K
Shares

$3.12 Million
0.26% of portfolio
Morgan Stanley New York, NY

27.8K
Shares

$2.69 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

20.3K
Shares

$1.96 Million
0.01% of portfolio

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