San Luis Wealth Advisors LLC INVESCO ACTIVELY MANAGED EXC Transaction History

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025
Number of Shares
105,158
Previous 47,120 123.17%
Holding current value
$2.68 Million
Previous $1.21 Million 121.85%
% of portfolio
0.61%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email