Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$19.3 - $20.66 $15,594 - $16,693	-808 Reduced 62.78%	479 $9,000
Q1 2024 Apr 30, 2024	BUY	$19.47 - $21.39 $292 - $320	15 Added 1.18%	1,287 $26,000
Q4 2023 Jan 30, 2024	BUY	$18.0 - $21.28 $378 - $446	21 Added 1.68%	1,272 $26,000
Q3 2023 Oct 17, 2023	BUY	$19.01 - $20.79 $266 - $291	14 Added 1.13%	1,251 $24,000
Q2 2023 Jul 19, 2023	BUY	$18.28 - $20.15 $255 - $282	14 Added 1.14%	1,237 $23,000
Q1 2023 May 10, 2023	BUY	$18.83 - $21.76 $23,029 - $26,612	1,223 New	1,223 $24,000

Others Institutions Holding PEY

# of Institutions

202

Shares Held

22.3M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$137 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$62.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$43 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$29.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

401K
Shares

$9.12 Million
0.02% of portfolio

View Full List

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