Key Client Fiduciary Advisors, LLC Invesco ETF Tr Ii S&P Global W Transaction History

Key Client Fiduciary Advisors, LLC

  • $169 Million
  • Q1 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,242 shares of CGW stock, worth $404,393. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,242
Previous 8,442 14.21%
Holding current value
$404,393
Previous $447,000 10.07%
% of portfolio
0.24%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$50.57 - $55.62 $60,684 - $66,744
-1,200 Reduced 14.21%
7,242 $402,000
Q4 2023

Jan 09, 2024
SELL
$44.46 - $53.46 $7,202 - $8,660
-162 Reduced 1.88%
8,442 $447,000
Q3 2023

Nov 14, 2023
BUY
$46.28 - $53.08 $18,512 - $21,232
400 Added 4.88%
8,604 $400,000
Q2 2023

Jul 13, 2023
SELL
$48.28 - $51.93 $30,706 - $33,027
-636 Reduced 7.19%
8,204 $421,000
Q1 2023

Apr 25, 2023
BUY
$46.82 - $51.45 $65,548 - $72,030
1,400 Added 18.82%
8,840 $440,000
Q4 2022

Jan 17, 2023
BUY
$44.3 - $49.73 $329,592 - $369,991
7,440 New
7,440 $0

Others Institutions Holding CGW

# of Institutions
194
Shares Held
6.7M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P GLOBAL W

CGW Quotes by TradingView
  • Ticker CGW
  • Sector ETFs
  • Industry ETFs
More about CGW
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