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 811 shares of PBE stock, worth $49,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
811
Previous 582 39.35%
Holding current value
$49,917
Previous $38,000 34.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$63.44 - $70.44 $14,527 - $16,130
229 Added 39.35%
811 $51,000
Q4 2024

Feb 06, 2025
BUY
$65.93 - $72.24 $1,252 - $1,372
19 Added 3.37%
582 $38,000
Q4 2023

Feb 12, 2024
SELL
$52.52 - $66.71 $6,722 - $8,538
-128 Reduced 18.52%
563 $37,000
Q1 2023

May 15, 2023
SELL
$60.12 - $67.92 $360 - $407
-6 Reduced 0.86%
691 $43,000
Q4 2022

Feb 15, 2023
BUY
$59.25 - $68.03 $7,584 - $8,707
128 Added 22.5%
697 $44,000
Q2 2022

Aug 04, 2022
SELL
$52.1 - $64.09 $92,998 - $114,400
-1,785 Reduced 75.83%
569 $33,000
Q1 2022

May 02, 2022
SELL
$56.78 - $71.43 $677,442 - $852,231
-11,931 Reduced 83.52%
2,354 $146,000
Q4 2021

Feb 08, 2022
BUY
$66.16 - $77.31 $31,426 - $36,722
475 Added 3.44%
14,285 $1.02 Million
Q3 2021

Nov 12, 2021
BUY
$72.01 - $79.8 $29,020 - $32,159
403 Added 3.01%
13,810 $1.03 Million
Q2 2021

Aug 13, 2021
SELL
$68.81 - $78.81 $59,933 - $68,643
-871 Reduced 6.1%
13,407 $1.04 Million
Q1 2021

May 14, 2021
BUY
$69.5 - $83.81 $43,090 - $51,962
620 Added 4.54%
14,278 $0
Q4 2020

Feb 11, 2021
SELL
$56.43 - $72.81 $7,618 - $9,829
-135 Reduced 0.98%
13,658 $958,000
Q3 2020

Oct 30, 2020
BUY
$53.82 - $62.86 $48,115 - $56,196
894 Added 6.93%
13,793 $781,000
Q2 2020

Aug 06, 2020
BUY
$44.36 - $58.66 $14,505 - $19,181
327 Added 2.6%
12,899 $752,000
Q1 2020

Apr 29, 2020
BUY
$39.7 - $57.41 $71,857 - $103,912
1,810 Added 16.82%
12,572 $584,000
Q4 2019

Jan 17, 2020
BUY
$46.42 - $56.68 $3,110 - $3,797
67 Added 0.63%
10,762 $601,000
Q3 2019

Oct 30, 2019
BUY
$47.28 - $50.47 $10,070 - $10,750
213 Added 2.03%
10,695 $506,000
Q2 2019

Jul 25, 2019
SELL
N/A
-502 Reduced 4.57%
10,482 $560,000
Q1 2019

Apr 30, 2019
SELL
N/A
-1,769 Reduced 13.87%
10,984 $606,000
Q4 2018

Jan 15, 2019
SELL
N/A
-591 Reduced 4.43%
12,753 $600,000
Q2 2018

Jul 20, 2018
BUY
N/A
13,344 New
13,344 $730,000

Others Institutions Holding PBE

# of Institutions
110
Shares Held
1.39M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBE Quotes by TradingView
  • Ticker PBE
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