Roi Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Roi Financial Advisors, LLC

$145 Billion
Q3 2024

A detailed history of Roi Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 43,407 shares of PUI stock, worth $1.69 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

43,407

Previous 42,910 1.16%

Holding current value

$1.69 Million

Previous $1.5 Billion 17.42%

% of portfolio

1.21%

Previous 1.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$34.56 - $40.45 $17,176 - $20,103	497 Added 1.16%	43,407 $1.76 Billion
Q2 2024 Aug 09, 2024	SELL	$32.29 - $36.48 $28,124 - $31,774	-871 Reduced 1.99%	42,910 $1.5 Billion
Q1 2024 May 13, 2024	SELL	$30.24 - $33.67 $37,830 - $42,121	-1,251 Reduced 2.78%	43,781 $1.47 Billion
Q4 2023 Feb 13, 2024	BUY	$28.54 - $32.72 $1.29 Million - $1.47 Million	45,032 New	45,032 $1.44 Billion

Others Institutions Holding PUI

# of Institutions

Shares Held

632K

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PUI
Sector ETFs
Industry ETFs

More about PUI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.

Account

Roi Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History