Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 22,878 shares of PEY stock, worth $498,282. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,878
Previous 26,262 12.89%
Holding current value
$498,282
Previous $515,000 2.72%
% of portfolio
0.1%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$19.4 - $21.93 $65,649 - $74,211
-3,384 Reduced 12.89%
22,878 $501,000
Q2 2024

Aug 13, 2024
SELL
$19.3 - $20.66 $11,251 - $12,044
-583 Reduced 2.17%
26,262 $515,000
Q1 2024

May 10, 2024
SELL
$19.47 - $21.39 $15,809 - $17,368
-812 Reduced 2.94%
26,845 $554,000
Q4 2023

Feb 12, 2024
SELL
$18.0 - $21.28 $14,832 - $17,534
-824 Reduced 2.89%
27,657 $584,000
Q3 2023

Nov 01, 2023
BUY
$19.01 - $20.79 $541,423 - $592,119
28,481 New
28,481 $546,000

Others Institutions Holding PEY

# of Institutions
207
Shares Held
22.8M
Call Options Held
58.7K
Put Options Held
10.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
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