Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$41.33 - $46.1 $950 - $1,060	-23 Reduced 50.0%	23 $1,000
Q3 2023 Nov 08, 2023	SELL	$38.79 - $47.17 $11,016 - $13,396	-284 Reduced 86.06%	46 $2,000
Q2 2023 Aug 09, 2023	SELL	$35.63 - $41.88 $748 - $879	-21 Reduced 5.98%	330 $13,000
Q1 2023 May 09, 2023	BUY	$36.59 - $46.35 $146 - $185	4 Added 1.15%	351 $13,000
Q4 2022 Feb 03, 2023	BUY	$41.59 - $50.18 $207 - $250	5 Added 1.46%	347 $15,000
Q3 2022 Nov 07, 2022	BUY	$34.98 - $47.73 $69 - $95	2 Added 0.59%	342 $13,000
Q2 2022 Jul 22, 2022	BUY	$37.87 - $52.86 $75 - $105	2 Added 0.59%	340 $13,000
Q1 2022 Apr 18, 2022	SELL	$31.77 - $44.53 $31 - $44	-1 Reduced 0.29%	338 $14,000
Q4 2021 Jan 14, 2022	BUY	$28.82 - $35.1 $9,769 - $11,898	339 New	339 $10,000

Others Institutions Holding PXI

# of Institutions

41

Shares Held

751K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

173K
Shares

$7.44 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

97.1K
Shares

$4.19 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

96.7K
Shares

$4.17 Million
2.47% of portfolio
Bank Of America Corp Charlotte, NC

75.8K
Shares

$3.27 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

55.9K
Shares

$2.41 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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