Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,771 shares of PKW stock, worth $473,675. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,771

Previous 3,771 -0.0%

Holding current value

$473,675

Previous $425 Million 99.9%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$109.15 - $120.99 $327 - $362	3 Added 0.08%	3,771 $425 Million
Q4 2024 May 30, 2025	SELL	$114.02 - $125.22 $342 - $375	-3 Reduced 0.08%	3,768 $433,000
Q4 2024 May 29, 2025	SELL	$114.02 - $125.22 $342 - $375	-3 Reduced 0.08%	3,768 $433,000
Q4 2024 Feb 11, 2025	BUY	$114.02 - $125.22 $342 - $375	3 Added 0.08%	3,768 $449 Million
Q3 2024 May 30, 2025	SELL	$102.34 - $114.52 $614 - $687	-6 Reduced 0.16%	3,765 $431,000
Q3 2024 May 29, 2025	SELL	$102.34 - $114.52 $614 - $687	-6 Reduced 0.16%	3,765 $431,000
Q3 2024 Nov 05, 2024	BUY	$102.34 - $114.52 $204 - $229	2 Added 0.05%	3,765 $431 Million
Q2 2024 May 29, 2025	SELL	$101.52 - $107.47 $812 - $859	-8 Reduced 0.21%	3,763 $390,000
Q2 2024 Aug 07, 2024	BUY	$101.52 - $107.47 $382,019 - $404,409	3,763 New	3,763 $391 Million

Others Institutions Holding PKW

# of Institutions

246

Shares Held

4.72M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
Sector ETFs
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Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History