Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 140,892 shares of PEJ stock, worth $6.34 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
140,892
Previous 27,023 421.38%
Holding current value
$6.34 Million
Previous $1.13 Million 474.23%
% of portfolio
0.17%
Previous 0.03%

Shares

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

May 09, 2024
BUY
$39.99 - $46.28 $4.55 Million - $5.27 Million
113,869 Added 421.38%
140,892 $6.51 Million
Q4 2023

Feb 08, 2024
BUY
$34.95 - $42.38 $319,338 - $387,226
9,137 Added 51.08%
27,023 $1.13 Million
Q3 2023

Nov 07, 2023
BUY
$37.67 - $43.23 $673,765 - $773,211
17,886 New
17,886 $685,000
Q2 2021

Aug 17, 2021
SELL
N/A
-5,640 Closed
0 $0
Q1 2021

May 24, 2021
SELL
N/A
-6,919 Reduced 55.09%
5,640 $262,000
Q4 2020

Feb 16, 2021
BUY
N/A
252 Added 2.05%
12,559 $503,000
Q2 2020

Aug 14, 2020
BUY
N/A
12,307 New
12,307 $359,000
Q1 2020

May 11, 2020
SELL
N/A
-9,012 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
N/A
9,012 New
9,012 $407,000
Q4 2019

Jan 30, 2020
SELL
N/A
-9,012 Closed
0 $0
Q2 2019

Jan 29, 2020
SELL
N/A
-716 Reduced 7.36%
9,012 $391,000
Q1 2019

Jan 29, 2020
BUY
N/A
9,728 New
9,728 $418,000

Others Institutions Holding PEJ

# of Institutions
113
Shares Held
2.06M
Call Options Held
3.7K
Put Options Held
300
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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