San Luis Wealth Advisors LLC INVESCO ACTIVELY MANAGED EXC Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Number of Shares
28,216
Previous 479,521 94.12%
Holding current value
$723,000
Previous $12.3 Million 94.13%
% of portfolio
0.15%
Previous 2.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
N/A
-451,305 Reduced 94.12%
28,216 $723,000
Q2 2024

Jul 12, 2024
BUY
N/A
479,521 New
479,521 $12.3 Million
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