One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

One Ascent Wealth Management LLC

  • $192 Million
  • Q2 2024

A detailed history of One Ascent Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 8,847 shares of PXE stock, worth $266,029. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,847
Previous 9,055 2.3%
Holding current value
$266,029
Previous $324,000 9.57%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jul 17, 2024
SELL
$32.21 - $37.35 $6,699 - $7,768
-208 Reduced 2.3%
8,847 $293,000
Q3 2023

Oct 13, 2023
SELL
$27.07 - $33.81 $14,563 - $18,189
-538 Reduced 5.61%
9,055 $294,000
Q2 2023

Jul 10, 2023
SELL
$24.26 - $28.42 $8,903 - $10,430
-367 Reduced 3.68%
9,593 $267,000
Q4 2022

Jan 12, 2023
BUY
$28.3 - $35.28 $281,868 - $351,388
9,960 New
9,960 $295,000

Others Institutions Holding PXE

# of Institutions
59
Shares Held
1.48M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PXE Quotes by TradingView
  • Ticker PXE
  • Sector ETFs
  • Industry ETFs
More about PXE
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