Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.82 Billion
Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,653 shares of PPA stock, worth $551,055. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,653

Previous 3,672 0.52%

Holding current value

$551,055

Previous $520,000 9.04%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$139.82 - $155.45 $2,656 - $2,953	-19 Reduced 0.52%	3,653 $567,000
Q2 2025 Jul 24, 2025	SELL	$105.2 - $141.69 $5,049 - $6,801	-48 Reduced 1.29%	3,672 $520,000
Q1 2025 Apr 15, 2025	SELL	$113.59 - $123.29 $9,882 - $10,726	-87 Reduced 2.29%	3,720 $434,000
Q4 2024 Jan 22, 2025	BUY	$113.79 - $124.5 $111,855 - $122,383	983 Added 34.81%	3,807 $436,000
Q3 2024 Oct 15, 2024	SELL	$102.05 - $114.97 $34,901 - $39,319	-342 Reduced 10.8%	2,824 $324,000

Q2 2024 Aug 09, 2024	BUY	$98.11 - $105.73 $12,656 - $13,639	129 Added 4.25%	3,166 $325,000
Q4 2023 Feb 07, 2024	BUY	$78.19 - $92.18 $237,463 - $279,950	3,037 New	3,037 $279,000

Others Institutions Holding PPA

# of Institutions

492

Shares Held

24.5M

Call Options Held

9.6K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PPA
Sector ETFs
Industry ETFs

More about PPA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Account

Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History