San Luis Wealth Advisors LLC INVESCO ACTIVELY MANAGED EXC Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024
Number of Shares
47,120
Previous 28,216 67.0%
Holding current value
$1.21 Million
Previous $723,000 67.08%
% of portfolio
0.23%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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