Outlook Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 26,370 shares of PTF stock, worth $1.67 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
26,370
Previous 20,837 26.55%
Holding current value
$1.67 Million
Previous $1.51 Million 3.9%
% of portfolio
0.53%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$56.97 - $77.14 $315,215 - $426,815
5,533 Added 26.55%
26,370 $1.57 Million
Q4 2024

Jan 14, 2025
SELL
$62.32 - $80.47 $76,279 - $98,495
-1,224 Reduced 5.55%
20,837 $1.51 Million
Q3 2024

Oct 23, 2024
BUY
$53.62 - $65.67 $62,628 - $76,702
1,168 Added 5.59%
22,061 $1.4 Million
Q2 2024

Jul 18, 2024
BUY
$51.12 - $62.36 $1.07 Million - $1.3 Million
20,893 New
20,893 $1.29 Million

Others Institutions Holding PTF

# of Institutions
119
Shares Held
4.61M
Call Options Held
28.6K
Put Options Held
182K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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