Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 2,065 shares of PSI stock, worth $133,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,065

Previous 2,064 0.05%

Holding current value

$133,275

Previous $118,000 0.85%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$53.26 - $60.98 $53 - $60	1 Added 0.05%	2,065 $119,000
Q2 2024 Jul 31, 2024	BUY	$50.1 - $64.84 $18,136 - $23,472	362 Added 21.27%	2,064 $129,000
Q1 2024 Apr 24, 2024	BUY	$45.91 - $58.22 $22,725 - $28,818	495 Added 41.01%	1,702 $96,000
Q4 2023 Feb 06, 2024	BUY	$37.92 - $50.06 $75 - $100	2 Added 0.17%	1,207 $59,000
Q3 2023 Nov 08, 2023	SELL	$41.42 - $140.41 $28,869 - $97,865	-697 Reduced 36.65%	1,205 $51,000
Q2 2023 Aug 09, 2023	BUY	$109.08 - $136.79 $109 - $136	1 Added 0.05%	1,902 $260,000
Q1 2023 May 09, 2023	BUY	$99.23 - $123.56 $99 - $123	1 Added 0.05%	1,901 $234,000
Q4 2022 Feb 03, 2023	BUY	$28.55 - $111.55 $4,653 - $18,182	163 Added 9.38%	1,900 $190,000
Q3 2022 Nov 07, 2022	SELL	$30.0 - $38.99 $6,000 - $7,798	-200 Reduced 10.33%	1,737 $156,000
Q2 2022 Jul 22, 2022	BUY	$32.26 - $42.95 $1,225 - $1,632	38 Added 2.0%	1,937 $189,000
Q1 2022 Apr 18, 2022	SELL	$38.61 - $51.98 $1,428 - $1,923	-37 Reduced 1.91%	1,899 $246,000
Q4 2021 Jan 14, 2022	BUY	$40.99 - $51.81 $1,516 - $1,916	37 Added 1.95%	1,936 $297,000
Q3 2021 Oct 22, 2021	BUY	$39.26 - $45.49 $7,852 - $9,098	200 Added 11.77%	1,899 $242,000
Q2 2021 Jul 26, 2021	BUY	$36.27 - $43.03 $5,875 - $6,970	162 Added 10.54%	1,699 $218,000
Q1 2021 May 21, 2021	BUY	$34.98 - $42.83 $53,764 - $65,829	1,537 New	1,537 $185,000

Others Institutions Holding PSI

# of Institutions

139

Shares Held

3.85M

Call Options Held

5.1K

Put Options Held

1.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PSI
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Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History