Mark Sheptoff Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 175 shares of PSI stock, worth $10,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
175
Previous 175 -0.0%
Holding current value
$10,577
Previous $8,000 25.0%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
SELL
$30.0 - $38.99 $3,000 - $3,899
-100 Reduced 36.36%
175 $16,000
Q2 2022

Aug 11, 2022
SELL
$32.26 - $42.95 $87,102 - $115,965
-2,700 Reduced 90.76%
275 $27,000
Q1 2022

May 12, 2022
BUY
$38.61 - $51.98 $3,861 - $5,198
100 Added 3.48%
2,975 $386,000
Q3 2021

Nov 10, 2021
SELL
$39.26 - $45.49 $96,187 - $111,450
-2,450 Reduced 46.01%
2,875 $367,000
Q2 2021

Aug 12, 2021
BUY
$36.27 - $43.03 $193,137 - $229,134
5,325 New
5,325 $684,000

Others Institutions Holding PSI

# of Institutions
129
Shares Held
3.58M
Call Options Held
5.7K
Put Options Held
1.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PSI Quotes by TradingView
  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email