National Wealth Management Group, LLC Invesco Actively Mngd ETF Tr U Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, National Wealth Management Group, LLC holds 62,208 shares of GSY stock, worth $3.12 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

62,208

Previous 62,350 0.23%

Holding current value

$3.12 Million

Previous $3.13 Billion 0.37%

% of portfolio

2.07%

Previous 2.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$50.0 - $50.27 $7,100 - $7,138	-142 Reduced 0.23%	62,208 $3.12 Billion
Q3 2024 Nov 13, 2024	BUY	$49.9 - $50.37 $2.13 Million - $2.15 Million	42,685 Added 217.06%	62,350 $3.13 Billion
Q2 2024 Aug 09, 2024	SELL	$49.77 - $50.09 $52,258 - $52,594	-1,050 Reduced 5.07%	19,665 $981 Million
Q1 2024 May 17, 2024	BUY	$49.76 - $50.02 $776,654 - $780,712	15,608 Added 305.62%	20,715 $1.03 Billion
Q4 2023 Feb 01, 2024	SELL	$49.63 - $50.1 $247,157 - $249,498	-4,980 Reduced 49.37%	5,107 $255 Million
Q3 2023 Nov 13, 2023	SELL	$49.63 - $49.85 $762,465 - $765,845	-15,363 Reduced 60.37%	10,087 $501 Million
Q2 2023 Aug 09, 2023	BUY	$49.57 - $49.81 $1.26 Million - $1.27 Million	25,450 New	25,450 $1.27 Billion

Others Institutions Holding GSY

# of Institutions

265

Shares Held

33.2M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Invesco Actively Mngd ETF Tr U Transaction History