A detailed history of Montag A & Associates Inc transactions in Invesco S&P Smallcap Financial stock. As of the latest transaction made, Montag A & Associates Inc holds 227 shares of PSCF stock, worth $13,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
227
Previous 452 49.78%
Holding current value
$13,774
Previous $21,000 42.86%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

SELL
$47.17 - $56.77 $10,613 - $12,773
-225 Reduced 49.78%
227 $12,000
Q1 2024

May 07, 2024

SELL
$45.47 - $49.09 $2,546 - $2,749
-56 Reduced 11.02%
452 $21,000
Q4 2020

Feb 12, 2021

BUY
$38.48 - $49.35 $19,547 - $25,069
508 New
508 $25,000

Others Institutions Holding PSCF

About INVESCO S&P SMALLCAP FINANCIAL


  • Ticker PSCF
  • Sector ETFs
  • Industry ETFs
More about PSCF
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.