Nations Financial Group Inc, Invesco Exchange Traded Fd Tr Transaction History

Nations Financial Group Inc,

$1.2 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$17.42 - $19.69 $4,877 - $5,513	-280 Reduced 2.48%	11,000 $216,000
Q3 2023 Nov 14, 2023	SELL	$18.38 - $20.49 $9,190 - $10,245	-500 Reduced 4.24%	11,280 $209,000
Q2 2022 Aug 15, 2022	BUY	$18.82 - $23.76 $5,269 - $6,652	280 Added 2.43%	11,780 $222,000
Q1 2021 May 14, 2021	SELL	$23.03 - $26.43 $5,342 - $6,131	-232 Reduced 1.98%	11,500 $276,000
Q2 2020 Aug 13, 2020	SELL	$14.08 - $18.06 $98,208 - $125,968	-6,975 Reduced 37.29%	11,732 $211,000
Q1 2020 May 08, 2020	SELL	$12.75 - $20.0 $22,338 - $35,040	-1,752 Reduced 8.56%	18,707 $273,000
Q4 2019 Feb 05, 2020	SELL	$17.3 - $19.31 $7,923 - $8,843	-458 Reduced 2.19%	20,459 $392,000
Q3 2019 Nov 08, 2019	BUY	$16.87 - $18.16 $352,869 - $379,852	20,917 New	20,917 $389,000

Others Institutions Holding PIE

# of Institutions

66

Shares Held

3.91M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

558K
Shares

$11.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

432K
Shares

$8.79 Million
0.01% of portfolio
Morgan Stanley New York, NY

354K
Shares

$7.19 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

277K
Shares

$5.64 Million
0.77% of portfolio
Maltin Wealth Management, Inc.

275K
Shares

$5.59 Million
3.54% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PIE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nations Financial Group Inc, , based on Form 13F filings with the SEC.

News

Stay updated on Nations Financial Group Inc, with notifications on news.