Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
$42.19 - $68.38 $231,074 - $374,517
-5,477 Closed
0 $0
Q1 2022

May 26, 2022

SELL
$50.93 - $72.96 $76,293 - $109,294
-1,498 Reduced 21.48%
5,477 $356,000
Q4 2021

Jan 21, 2022

BUY
$68.87 - $95.56 $88,635 - $122,985
1,287 Added 22.63%
6,975 $498,000
Q3 2021

Oct 21, 2021

BUY
$73.5 - $92.23 $418,068 - $524,604
5,688 New
5,688 $439,000

Others Institutions Holding PBW

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.