A detailed history of Octavia Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,116 shares of PYZ stock, worth $291,003. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,116
Previous 3,116 -0.0%
Holding current value
$291,003
Previous $272,000 9.56%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$87.02 - $93.31 $2,523 - $2,705
29 Added 0.94%
3,116 $272,000
Q1 2024

Apr 15, 2024

SELL
$79.94 - $92.9 $5,196 - $6,038
-65 Reduced 2.06%
3,087 $286,000
Q4 2023

Jan 30, 2024

SELL
$72.45 - $87.15 $17,170 - $20,654
-237 Reduced 6.99%
3,152 $269,000
Q3 2023

Oct 30, 2023

BUY
$77.36 - $89.78 $15,007 - $17,417
194 Added 6.07%
3,389 $266,000
Q2 2023

Jul 18, 2023

SELL
$76.44 - $85.74 $4,739 - $5,315
-62 Reduced 1.9%
3,195 $273,000
Q1 2023

Apr 20, 2023

SELL
$78.66 - $92.96 $20,844 - $24,634
-265 Reduced 7.52%
3,257 $276,000
Q3 2022

Oct 17, 2022

SELL
$69.0 - $87.76 $12,006 - $15,270
-174 Reduced 4.71%
3,522 $246,000
Q1 2022

Apr 20, 2022

SELL
$83.84 - $100.85 $14,336 - $17,245
-171 Reduced 4.42%
3,696 $365,000
Q4 2021

Jan 28, 2022

BUY
$85.2 - $96.56 $30,757 - $34,858
361 Added 10.3%
3,867 $366,000
Q3 2021

Nov 12, 2021

BUY
$80.03 - $93.64 $8,243 - $9,644
103 Added 3.03%
3,506 $293,000
Q2 2021

Jul 26, 2021

SELL
$81.02 - $95.07 $17,743 - $20,820
-219 Reduced 6.05%
3,403 $299,000
Q1 2021

May 10, 2021

BUY
$69.7 - $85.21 $5,576 - $6,816
80 Added 2.26%
3,622 $301,000
Q4 2020

Feb 12, 2021

BUY
$55.21 - $71.56 $195,553 - $253,465
3,542 New
3,542 $253,000

Others Institutions Holding PYZ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PYZ
  • Sector ETFs
  • Industry ETFs
More about PYZ
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