Schneider Downs Wealth Management Advisors, LP Invesco Actively Managed ETF T Transaction History

Schneider Downs Wealth Management Advisors, LP

$439 Million
Q2 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 37,239 shares of GTO stock, worth $1.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

37,239

Previous 173,176 78.5%

Holding current value

$1.8 Million

Previous $8.11 Million 78.71%

% of portfolio

0.39%

Previous 1.89%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$45.43 - $46.93 $6.18 Million - $6.38 Million	-135,937 Reduced 78.5%	37,239 $1.73 Million
Q1 2024 May 08, 2024	BUY	$46.24 - $47.35 $706,639 - $723,602	15,282 Added 9.68%	173,176 $8.11 Million
Q4 2023 Feb 09, 2024	BUY	$43.49 - $47.4 $3.47 Million - $3.79 Million	79,877 Added 102.38%	157,894 $7.46 Million
Q3 2023 Nov 06, 2023	BUY	$44.55 - $46.82 $369,453 - $388,278	8,293 Added 11.89%	78,017 $3.48 Million
Q2 2023 Jul 31, 2023	BUY	$46.01 - $47.65 $348,755 - $361,187	7,580 Added 12.2%	69,724 $3.24 Million
Q1 2023 May 04, 2023	SELL	$46.61 - $48.66 $12,957 - $13,527	-278 Reduced 0.45%	62,144 $2.93 Million
Q4 2022 Feb 01, 2023	BUY	$44.32 - $47.8 $119,265 - $128,629	2,691 Added 4.51%	62,422 $2.9 Million
Q3 2022 Oct 26, 2022	BUY	$45.55 - $49.51 $278,629 - $302,852	6,117 Added 11.41%	59,731 $2.72 Million
Q2 2022 Jul 13, 2022	BUY	$47.72 - $52.41 $126,362 - $138,781	2,648 Added 5.2%	53,614 $2.58 Million
Q1 2022 May 02, 2022	BUY	$51.76 - $55.9 $184,990 - $199,786	3,574 Added 7.54%	50,966 $2.67 Million
Q4 2021 Jan 31, 2022	BUY	$56.04 - $56.98 $227,018 - $230,825	4,051 Added 9.35%	47,392 $2.67 Million
Q3 2021 Oct 14, 2021	BUY	$56.77 - $57.69 $120,806 - $122,764	2,128 Added 5.16%	43,341 $2.46 Million
Q2 2021 Jul 20, 2021	BUY	$56.12 - $57.19 $157,079 - $160,074	2,799 Added 7.29%	41,213 $2.35 Million
Q1 2021 Apr 26, 2021	BUY	$55.85 - $57.7 $182,406 - $188,448	3,266 Added 9.29%	38,414 $2.15 Million
Q4 2020 Jan 21, 2021	BUY	$57.4 - $58.67 $80,704 - $82,490	1,406 Added 4.17%	35,148 $2.03 Million
Q3 2020 Oct 14, 2020	BUY	$57.24 - $58.61 $247,391 - $253,312	4,322 Added 14.69%	33,742 $1.95 Million
Q2 2020 Jul 15, 2020	BUY	$52.91 - $57.24 $725,237 - $784,588	13,707 Added 87.23%	29,420 $1.68 Million
Q1 2020 Apr 21, 2020	BUY	$50.21 - $56.58 $788,949 - $889,041	15,713 New	15,713 $835,000

Others Institutions Holding GTO

# of Institutions

176

Shares Held

25.6M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
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Schneider Downs Wealth Management Advisors, LP Invesco Actively Managed ETF T Transaction History