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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 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 31,052 shares of PSJ stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

31,052

Previous 34,894 11.01%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	N/A	-3,842 Reduced 11.01%	31,052 $0
Q3 2024 Nov 12, 2024	BUY	N/A	12,124 Added 53.25%	34,894 $0
Q2 2024 Aug 14, 2024	BUY	N/A	22,770 New	22,770 $0
Q4 2023 Feb 08, 2024	SELL	$30.45 - $38.94 $102,403 - $130,955	-3,363 Reduced 38.66%	5,337 $206,000
Q3 2023 Nov 07, 2023	BUY	$31.66 - $113.15 $177,675 - $634,997	5,612 Added 181.74%	8,700 $281,000
Q2 2023 Aug 10, 2023	BUY	$94.37 - $108.22 $291,414 - $334,183	3,088 New	3,088 $332,000
Q3 2020 Nov 19, 2020	SELL	N/A	-3,020 Closed	0 $0
Q1 2020 May 11, 2020	BUY	N/A	420 Added 16.15%	3,020 $259,000
Q4 2019 Jan 31, 2020	BUY	N/A	2,600 New	2,600 $259,000
Q4 2019 Jan 30, 2020	SELL	N/A	-2,600 Closed	0 $0
Q2 2019 Jan 29, 2020	BUY	N/A	100 Added 4.0%	2,600 $249,000
Q1 2019 Jan 29, 2020	BUY	N/A	2,500 New	2,500 $229,000

Others Institutions Holding PSJ

# of Institutions

115

Shares Held

2.45M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

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