A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 5,400 shares of PEY stock, worth $122,742. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,400
Previous 5,400 -0.0%
Holding current value
$122,742
Previous $106,000 11.32%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2024

BUY
$19.3 - $20.66 $104,220 - $111,564
5,400 New
5,400 $106,000

Others Institutions Holding PEY

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.