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

Pcg Wealth Advisors, LLC

  • $271 Million
  • Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 14,169 shares of PXE stock, worth $401,691. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,169
Previous 19,854 28.63%
Holding current value
$401,691
Previous $587,000 29.47%
% of portfolio
0.15%
Previous 0.23%

Shares

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

May 05, 2025
SELL
$26.71 - $32.52 $151,846 - $184,876
-5,685 Reduced 28.63%
14,169 $414,000
Q4 2024

Jan 21, 2025
SELL
$28.09 - $32.7 $347,866 - $404,956
-12,384 Reduced 38.41%
19,854 $587,000
Q3 2024

Oct 15, 2024
SELL
$28.95 - $33.76 $69,190 - $80,686
-2,390 Reduced 6.9%
32,238 $955,000
Q2 2024

Jul 15, 2024
BUY
$32.21 - $37.35 $539,742 - $625,873
16,757 Added 93.77%
34,628 $1.15 Million
Q1 2024

Apr 19, 2024
SELL
$29.06 - $35.8 $14,471 - $17,828
-498 Reduced 2.71%
17,871 $639,000
Q4 2023

Jan 29, 2024
SELL
$29.26 - $33.79 $29,435 - $33,992
-1,006 Reduced 5.19%
18,369 $567,000
Q3 2023

Oct 19, 2023
BUY
$27.07 - $33.81 $378 - $473
14 Added 0.07%
19,375 $629,000
Q2 2023

Jul 20, 2023
SELL
$24.26 - $28.42 $39,204 - $45,926
-1,616 Reduced 7.7%
19,361 $538,000
Q1 2023

May 08, 2023
BUY
$24.81 - $31.79 $4,540 - $5,817
183 Added 0.88%
20,977 $566,000
Q4 2022

Feb 13, 2023
BUY
$28.3 - $35.28 $588,470 - $733,612
20,794 New
20,794 $615,000

Others Institutions Holding PXE

# of Institutions
52
Shares Held
1M
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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