Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,500 shares of PEY stock, worth $329,585. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,500
Previous 14,500 -0.0%
Holding current value
$329,585
Previous $284,000 11.62%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$19.3 - $20.66 $279,850 - $299,570
14,500 New
14,500 $284,000

Others Institutions Holding PEY

# of Institutions
202
Shares Held
22.3M
Call Options Held
58.7K
Put Options Held
10.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email