San Luis Wealth Advisors LLC INVESCO ACTIVELY MANAGED EXC Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Number of Shares
82,799
Previous 105,158 21.26%
Holding current value
$2.12 Million
Previous $2.68 Million 21.04%
% of portfolio
0.45%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-22,359 Reduced 21.26%
82,799 $2.12 Million
Q1 2025

Apr 18, 2025
BUY
N/A
58,038 Added 123.17%
105,158 $2.68 Million
Q4 2024

Jan 14, 2025
BUY
N/A
18,904 Added 67.0%
47,120 $1.21 Million
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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