Laurel Wealth Planning LLC Invesco ETF Tr Ii S&P Global W Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$42.34 - $53.04 $883,847 - $1.11 Million	-20,875 Reduced 87.74%	2,918 $129,000
Q1 2022 Apr 28, 2022	SELL	$49.1 - $60.21 $69,820 - $85,618	-1,422 Reduced 5.64%	23,793 $1.25 Million
Q4 2021 Feb 01, 2022	BUY	$55.74 - $60.9 $127,198 - $138,973	2,282 Added 9.95%	25,215 $1.53 Million
Q3 2021 Nov 12, 2021	BUY	$53.85 - $60.56 $28,055 - $31,551	521 Added 2.32%	22,933 $1.28 Million
Q2 2021 Aug 09, 2021	BUY	$49.72 - $54.7 $58,570 - $64,436	1,178 Added 5.55%	22,412 $1.2 Million
Q1 2021 May 06, 2021	BUY	$46.56 - $49.33 $31,567 - $33,445	678 Added 3.3%	21,234 $1.04 Million
Q4 2020 Feb 08, 2021	BUY	$41.55 - $47.04 $854,101 - $966,954	20,556 New	20,556 $962,000

Others Institutions Holding CGW

# of Institutions

207

Shares Held

6.33M

Call Options Held

0

Put Options Held

0

About INVESCO ETF TR II S&P GLOBAL W

Ticker CGW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.