Kingswood Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,804 shares of PEY stock, worth $325,391. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,804
Previous 28,872 48.73%
Holding current value
$325,391
Previous $633 Million 50.29%
% of portfolio
0.02%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$21.1 - $23.08 $296,834 - $324,689
-14,068 Reduced 48.73%
14,804 $315 Million
Q3 2024

Oct 21, 2024
BUY
$19.4 - $21.93 $278,448 - $314,761
14,353 Added 98.86%
28,872 $633 Million
Q2 2024

Jul 09, 2024
BUY
$19.3 - $20.66 $6,851 - $7,334
355 Added 2.51%
14,519 $285 Million
Q1 2024

Apr 15, 2024
SELL
$19.47 - $21.39 $2,375 - $2,609
-122 Reduced 0.85%
14,164 $293 Million
Q4 2023

Jan 16, 2024
BUY
$18.0 - $21.28 $2,700 - $3,192
150 Added 1.06%
14,286 $302 Million
Q3 2023

Oct 23, 2023
BUY
$19.01 - $20.79 $268,725 - $293,887
14,136 New
14,136 $271 Million

Others Institutions Holding PEY

# of Institutions
220
Shares Held
22.8M
Call Options Held
47.6K
Put Options Held
1.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email