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

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

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 1,380 shares of PSI stock, worth $81,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,380

Previous 1,035 33.33%

Holding current value

$81,751

Previous $59,000 33.9%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$53.26 - $60.98 $18,374 - $21,038	345 Added 33.33%	1,380 $79,000
Q3 2024 Nov 14, 2024	BUY	$49.13 - $66.72 $50,849 - $69,055	1,035 New	1,035 $59,000
Q2 2023 Aug 14, 2023	SELL	$109.08 - $136.79 $2,727 - $3,419	-25 Reduced 13.51%	160 $21,000
Q1 2022 May 02, 2022	BUY	$38.61 - $51.98 $965 - $1,299	25 Added 15.63%	185 $24,000
Q2 2021 Aug 13, 2021	BUY	$36.27 - $43.03 $5,803 - $6,884	160 New	160 $21,000
Q1 2020 Apr 29, 2020	SELL	$15.5 - $24.44 $9,300 - $14,664	-600 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	600 New	600 $32,000

Others Institutions Holding PSI

# of Institutions

143

Shares Held

3.96M

Call Options Held

3.8K

Put Options Held

800

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About INVESCO EXCHANGE-TRADED FD TR

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