Laurel Wealth Planning LLC Invesco ETF Tr Invesco Msci Su Transaction History

Laurel Wealth Planning LLC

$144 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	SELL	$43.61 - $52.73 $9,376 - $11,336	-215 Reduced 2.64%	7,943 $352,000
Q2 2023 Jul 19, 2023	SELL	$45.26 - $49.85 $165,470 - $182,251	-3,656 Reduced 30.95%	8,158 $400,000
Q1 2023 Apr 18, 2023	BUY	$45.98 - $53.83 $3,218 - $3,768	70 Added 0.6%	11,814 $580,000
Q2 2022 Aug 09, 2022	SELL	$49.81 - $63.47 $109,781 - $139,887	-2,204 Reduced 15.8%	11,744 $631,000
Q1 2022 Apr 28, 2022	SELL	$56.23 - $67.38 $111,729 - $133,884	-1,987 Reduced 12.47%	13,948 $857,000
Q4 2021 Feb 01, 2022	SELL	$62.05 - $73.54 $508,375 - $602,513	-8,193 Reduced 33.96%	15,935 $1.06 Million
Q3 2021 Nov 12, 2021	BUY	$63.2 - $69.06 $38,615 - $42,195	611 Added 2.6%	24,128 $1.53 Million
Q2 2021 Aug 09, 2021	BUY	$66.29 - $77.63 $31,819 - $37,262	480 Added 2.08%	23,517 $1.63 Million
Q1 2021 May 06, 2021	BUY	$72.05 - $82.78 $76,445 - $87,829	1,061 Added 4.83%	23,037 $1.74 Million
Q4 2020 Feb 08, 2021	BUY	$58.36 - $75.13 $1.28 Million - $1.65 Million	21,976 New	21,976 $1.65 Million

Others Institutions Holding ERTH

# of Institutions

98

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

About INVESCO ETF TR INVESCO MSCI SU

Ticker ERTH
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