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 19,665 shares of GSY stock, worth $986,986. This represents 0.75% of its overall portfolio holdings.

Number of Shares
19,665
Previous 20,715 5.07%
Holding current value
$986,986
Previous $1.03 Billion 5.05%
% of portfolio
0.75%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ACTIVELY MNGD ETF TR U


  • Ticker GSY
  • Sector ETFs
  • Industry ETFs
More about GSY
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