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

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

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 19,854 shares of PXE stock, worth $602,965. This represents 0.23% of its overall portfolio holdings.

Number of Shares

19,854

Previous 32,238 38.41%

Holding current value

$602,965

Previous $955,000 38.53%

% of portfolio

0.23%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.31M

Call Options Held

7.3K

Put Options Held

1.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXE
Sector ETFs
Industry ETFs

More about PXE

Track This Portfolio

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.

Account

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