Rvw Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 06, 2023	SELL	$18.28 - $20.15 $48,533 - $53,498	-2,655 Reduced 10.16%	23,484 $451,000
Q3 2022 Oct 13, 2022	SELL	$18.59 - $22.0 $50,806 - $60,126	-2,733 Reduced 9.47%	26,139 $486,000
Q4 2021 Jan 11, 2022	SELL	$19.52 - $21.06 $54,792 - $59,115	-2,807 Reduced 8.86%	28,872 $1 Million
Q3 2021 Oct 07, 2021	BUY	$19.38 - $20.78 $54,399 - $58,329	2,807 Added 9.72%	31,679 $1 Million
Q2 2021 Jul 08, 2021	BUY	$20.25 - $21.63 $4,353 - $4,650	215 Added 0.75%	28,872 $1 Million
Q2 2020 Jul 13, 2020	BUY	$12.35 - $16.47 $71,321 - $95,114	5,775 Added 25.24%	28,657 $414,000
Q1 2020 Apr 15, 2020	BUY	$11.14 - $19.3 $57,448 - $99,530	5,157 Added 29.09%	22,882 $296,000
Q4 2019 Jan 21, 2020	BUY	$17.61 - $19.01 $5,018 - $5,417	285 Added 1.63%	17,725 $337,000
Q2 2019 Jul 08, 2019	SELL	$17.05 - $18.26 $75,684 - $81,056	-4,439 Reduced 20.29%	17,440 $316,000
Q1 2019 Apr 24, 2019	BUY	$15.75 - $17.94 $344,594 - $392,509	21,879 New	21,879 $391,000

Others Institutions Holding PEY

# of Institutions

203

Shares Held

22.6M

Call Options Held

58.7K

Put Options Held

10.8K

Bank Of America Corp Charlotte, NC

6.01M
Shares

$138 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$63.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$43.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$30 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

401K
Shares

$9.2 Million
0.02% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Rvw Wealth, LLC with notifications on news.