Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 19,975 shares of CVY stock, worth $539,724. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,975

Previous 19,975 -0.0%

Holding current value

$539,724

Previous $500,000 4.2%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$21.12 - $22.93 $36,960 - $40,127	-1,750 Reduced 8.06%	19,975 $438,000
Q2 2020 Aug 25, 2020	BUY	$12.86 - $18.93 $279,383 - $411,254	21,725 New	21,725 $357,000
Q2 2020 Aug 11, 2020	SELL	$12.86 - $18.93 $279,383 - $411,254	-21,725 Closed	0 $357,000
Q1 2020 May 11, 2020	SELL	$11.48 - $23.42 $3,157 - $6,440	-275 Reduced 1.25%	21,725 $301,000
Q4 2019 Feb 13, 2020	BUY	$21.44 - $23.51 $471,680 - $517,220	22,000 New	22,000 $515,000
Q3 2019 Oct 22, 2019	SELL	$20.62 - $22.88 $286,618 - $318,032	-13,900 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$21.87 - $22.8 $7,676 - $8,002	-351 Reduced 2.46%	13,900 $308,000
Q2 2018 Aug 14, 2018	BUY	$21.19 - $22.65 $301,978 - $322,785	14,251 New	14,251 $313,000

Others Institutions Holding CVY

# of Institutions

Shares Held

722K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker CVY
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Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History