Philip James Wealth Mangement, LLC Invesco Exchange Traded Fd Tr Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 18,245 shares of PWV stock, worth $1.17 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,245
Previous 23,827 23.43%
Holding current value
$1.17 Million
Previous $1.48 Billion 19.65%
% of portfolio
0.14%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$61.22 - $65.41 $341,730 - $365,118
-5,582 Reduced 23.43%
18,245 $1.19 Billion
Q2 2025

Jul 18, 2025
BUY
$52.26 - $62.14 $8,622 - $10,253
165 Added 0.7%
23,827 $1.48 Billion
Q1 2025

Apr 24, 2025
SELL
$56.58 - $60.89 $66,877 - $71,971
-1,182 Reduced 4.76%
23,662 $1.41 Billion
Q4 2024

Jan 31, 2025
SELL
$56.33 - $61.73 $56,611 - $62,038
-1,005 Reduced 3.89%
24,844 $1.41 Billion
Q3 2024

Oct 31, 2024
BUY
$54.33 - $59.01 $7,225 - $7,848
133 Added 0.52%
25,849 $1.51 Billion
Q2 2024

Jul 23, 2024
BUY
$54.01 - $56.78 $7,345 - $7,722
136 Added 0.53%
25,716 $1.42 Billion
Q1 2024

Apr 29, 2024
SELL
$50.05 - $56.68 $108,458 - $122,825
-2,167 Reduced 7.81%
25,580 $1.45 Billion
Q4 2023

Jan 29, 2024
BUY
$44.09 - $50.95 $1.22 Million - $1.41 Million
27,747 New
27,747 $1.41 Billion

Others Institutions Holding PWV

# of Institutions
183
Shares Held
12.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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