Steward Partners Investment Advisory, LLC Invesco Exchange Traded Fd Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 679 shares of CVY stock, worth $16,961. This represents 0.0% of its overall portfolio holdings.

Number of Shares
679
Previous 812 16.38%
Holding current value
$16,961
Previous $20,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$24.8 - $26.45 $3,298 - $3,517
-133 Reduced 16.38%
679 $17,000
Q4 2023

Feb 12, 2024
SELL
$21.02 - $23.96 $5,360 - $6,109
-255 Reduced 23.9%
812 $19,000
Q2 2023

Aug 14, 2023
SELL
$20.35 - $21.73 $13,125 - $14,015
-645 Reduced 37.68%
1,067 $22,000
Q1 2022

May 02, 2022
SELL
$22.99 - $25.59 $12,874 - $14,330
-560 Reduced 24.65%
1,712 $41,000
Q3 2021

Nov 12, 2021
BUY
$23.06 - $24.59 $13,997 - $14,926
607 Added 36.46%
2,272 $54,000
Q2 2021

Aug 13, 2021
BUY
$23.37 - $25.2 $21,033 - $22,680
900 Added 117.65%
1,665 $41,000
Q1 2021

May 14, 2021
BUY
$19.84 - $23.66 $15,177 - $18,099
765 New
765 $17,000
Q4 2018

Jan 15, 2019
SELL
$18.31 - $22.16 $17,943 - $21,716
-980 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$21.87 - $22.8 $240 - $250
11 Added 1.14%
980 $22,000
Q2 2018

Jul 20, 2018
BUY
$21.19 - $22.65 $20,533 - $21,947
969 New
969 $21,000

Others Institutions Holding CVY

# of Institutions
44
Shares Held
787K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

CVY Quotes by TradingView
  • Ticker CVY
  • Sector ETFs
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More about CVY
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