Marcum Wealth, LLC Invesco Actively Managed ETF T Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Marcum Wealth, LLC holds 51,233 shares of GTO stock, worth $2.39 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

51,233

Previous 47,393 8.1%

Holding current value

$2.39 Million

Previous $2.22 Million 7.08%

% of portfolio

0.24%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$45.43 - $46.93 $174,451 - $180,211	3,840 Added 8.1%	51,233 $2.38 Million
Q1 2024 Apr 10, 2024	BUY	$46.24 - $47.35 $230,645 - $236,181	4,988 Added 11.76%	47,393 $2.22 Million
Q4 2023 Jan 10, 2024	BUY	$43.49 - $47.4 $192,921 - $210,266	4,436 Added 11.68%	42,405 $2 Million
Q3 2023 Oct 10, 2023	BUY	$44.55 - $46.82 $167,864 - $176,417	3,768 Added 11.02%	37,969 $1.69 Million
Q2 2023 Jul 13, 2023	BUY	$46.01 - $47.65 $288,666 - $298,956	6,274 Added 22.47%	34,201 $1.59 Million

Q1 2023 Apr 19, 2023	BUY	$46.61 - $48.66 $230,766 - $240,915	4,951 Added 21.55%	27,927 $1.32 Million
Q4 2022 Jan 12, 2023	BUY	$44.65 - $47.8 $448,553 - $480,198	10,046 Added 77.7%	22,976 $0
Q3 2022 Oct 11, 2022	BUY	$46.42 - $49.51 $80,631 - $85,998	1,737 Added 15.52%	12,930 $590,000
Q2 2022 Jul 14, 2022	BUY	$47.72 - $52.41 $534,129 - $586,625	11,193 New	11,193 $539,000

Others Institutions Holding GTO

# of Institutions

173

Shares Held

24.4M

Call Options Held

Put Options Held

View Full List

About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
Sector ETFs
Industry ETFs

More about GTO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Invesco Actively Managed ETF T Transaction History