Liberty Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$90.64 - $98.11 $19,668 - $21,289	-217 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$85.09 - $92.2 $1.65 Million - $1.78 Million	-19,357 Reduced 98.89%	217 $20,000
Q2 2021 Aug 13, 2021	BUY	$85.09 - $92.2 $1.65 Million - $1.78 Million	19,359 Added 9004.19%	19,574 $217,000
Q3 2020 Nov 05, 2020	BUY	$56.98 - $63.63 $56 - $63	1 Added 0.47%	215 $13,000
Q2 2020 Aug 04, 2020	BUY	$46.05 - $62.9 $46 - $62	1 Added 0.47%	214 $12,000
Q1 2020 Apr 27, 2020	BUY	$41.45 - $70.64 $82 - $141	2 Added 0.95%	213 $10,000
Q3 2019 Oct 30, 2019	BUY	$62.29 - $63.81 $62 - $63	1 Added 0.48%	211 $13,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 0.48%	210 $13,000
Q1 2019 Apr 18, 2019	BUY	N/A	1 Added 0.48%	209 $12,000
Q4 2018 Mar 26, 2019	BUY	N/A	208 New	208 $10,000

Others Institutions Holding PKW

# of Institutions

230

Shares Held

4.06M

Call Options Held

7.8K

Put Options Held

100

Bank Of America Corp Charlotte, NC

597K
Shares

$71.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

371K
Shares

$44.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

326K
Shares

$39.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

174K
Shares

$20.9 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

167K
Shares

$20 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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