Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 5,575 shares of PTF stock, worth $419,964. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,575
Previous 5,675 1.76%
Holding current value
$419,964
Previous $359,000 12.53%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$62.32 - $80.47 $6,232 - $8,047
-100 Reduced 1.76%
5,575 $404,000
Q3 2024

Oct 30, 2024
SELL
$53.62 - $65.67 $18,659 - $22,853
-348 Reduced 5.78%
5,675 $359,000
Q2 2024

Jul 25, 2024
SELL
$51.12 - $62.36 $4,651 - $5,674
-91 Reduced 1.49%
6,023 $373,000
Q1 2024

Apr 16, 2024
SELL
$47.14 - $58.59 $26,964 - $33,513
-572 Reduced 8.56%
6,114 $350,000
Q4 2023

Feb 08, 2024
BUY
$40.47 - $51.5 $20,599 - $26,213
509 Added 8.24%
6,686 $337,000
Q3 2023

Oct 16, 2023
BUY
$42.72 - $153.14 $263,881 - $945,945
6,177 New
6,177 $272,000
Q1 2021

Apr 27, 2021
SELL
$43.56 - $57.66 $89,690 - $118,721
-2,059 Closed
0 $0
Q4 2020

Jan 19, 2021
BUY
$36.63 - $49.08 $75,421 - $101,055
2,059 New
2,059 $289,000
Q4 2018

Jan 17, 2019
SELL
N/A
-1 Closed
0 $0
Q3 2018

Oct 17, 2018
SELL
N/A
-52 Reduced 98.11%
1 $0
Q2 2018

Jul 13, 2018
BUY
N/A
53 New
53 $3,000

Others Institutions Holding PTF

# of Institutions
113
Shares Held
4.65M
Call Options Held
1.3K
Put Options Held
400
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor Wealth Management, 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email