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 32,238 shares of PXE stock, worth $1.01 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
32,238
Previous 34,628 6.9%
Holding current value
$1.01 Million
Previous $1.15 Million 16.59%
% of portfolio
0.39%
Previous 0.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO EXCHANGE-TRADED FD TR


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

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC 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 Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.