National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,189 shares of PPA stock, worth $605,400. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,189

Previous 5,393 3.78%

Holding current value

$605,400

Previous $620 Million 3.98%

% of portfolio

0.4%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$113.79 - $124.5 $23,213 - $25,398	-204 Reduced 3.78%	5,189 $595 Million
Q3 2024 Nov 13, 2024	BUY	$102.05 - $114.97 $11,837 - $13,336	116 Added 2.2%	5,393 $620 Million
Q2 2024 Aug 09, 2024	BUY	$98.11 - $105.73 $8,045 - $8,669	82 Added 1.58%	5,277 $542 Million
Q1 2024 May 17, 2024	SELL	$89.11 - $101.71 $19,871 - $22,681	-223 Reduced 4.12%	5,195 $528 Million
Q4 2023 Feb 01, 2024	BUY	$78.19 - $92.18 $122,758 - $144,722	1,570 Added 40.8%	5,418 $499 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $85.71 $2,768 - $2,999	35 Added 0.92%	3,848 $307 Million
Q2 2023 Aug 09, 2023	SELL	$77.66 - $84.47 $79,057 - $85,990	-1,018 Reduced 21.07%	3,813 $325 Million
Q1 2023 May 15, 2023	BUY	$76.43 - $82.25 $369,233 - $397,349	4,831 New	4,831 $379 Million
Q4 2022 Nov 17, 2023	SELL	$66.43 - $80.22 $66 - $80	-1 Reduced 0.03%	3,847 $302 Million

Others Institutions Holding PPA

# of Institutions

413

Shares Held

21.6M

Call Options Held

5.4K

Put Options Held

2.6K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PPA
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History