Kestra Private Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 6,833 shares of PSI stock, worth $384,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,833
Previous 4,270 60.02%
Holding current value
$384,014
Previous $247,000 30.77%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 05, 2025
BUY
$47.38 - $64.98 $121,434 - $166,543
2,563 Added 60.02%
6,833 $323,000
Q3 2024

Nov 13, 2024
SELL
$49.13 - $66.72 $9,826 - $13,344
-200 Reduced 4.47%
4,270 $245,000
Q1 2024

May 02, 2024
SELL
$45.91 - $58.22 $918 - $1,164
-20 Reduced 0.45%
4,470 $252,000
Q4 2023

Feb 05, 2024
BUY
$37.92 - $50.06 $170,260 - $224,769
4,490 New
4,490 $222,000
Q2 2023

Aug 08, 2023
BUY
$109.08 - $136.79 $188,708 - $236,646
1,730 New
1,730 $236,000

Others Institutions Holding PSI

# of Institutions
124
Shares Held
3.59M
Call Options Held
100
Put Options Held
400
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PSI Quotes by TradingView
  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email