Modera Wealth Management, LLC Invesco ETF Tr Ii Global Clean Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Invesco ETF Tr Ii Global Clean stock. As of the latest transaction made, Modera Wealth Management, LLC holds 17,685 shares of PBD stock, worth $202,316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,685
Previous 17,685 -0.0%
Holding current value
$202,316
Previous $247,000 17.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024
SELL
$12.63 - $14.81 $14,158 - $16,602
-1,121 Reduced 5.96%
17,685 $247,000
Q2 2024

Jul 29, 2024
SELL
$13.16 - $14.96 $68,945 - $78,375
-5,239 Reduced 21.79%
18,806 $254,000
Q1 2024

May 14, 2024
SELL
$13.37 - $15.63 $31,218 - $36,496
-2,335 Reduced 8.85%
24,045 $340,000
Q4 2023

Feb 14, 2024
SELL
$13.23 - $16.21 $173,842 - $212,999
-13,140 Reduced 33.25%
26,380 $421,000
Q3 2023

Nov 30, 2023
BUY
$15.21 - $20.13 $601,099 - $795,537
39,520 New
39,520 $607,000
Q2 2023

Aug 07, 2023
BUY
$18.0 - $19.59 $713,196 - $776,194
39,622 New
39,622 $748,000

Others Institutions Holding PBD

# of Institutions
82
Shares Held
1.63M
Call Options Held
300
Put Options Held
0
View Full List

About INVESCO ETF TR II GLOBAL CLEAN

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