A detailed history of Tanglewood Legacy Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 1,209 shares of PBW stock, worth $24,965. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,205 0.33%
Holding current value
$24,965
Previous $24.3 Million 0.25%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$17.77 - $23.99 $71 - $95
4 Added 0.33%
1,209 $24.2 Million
Q2 2024

Jul 17, 2024

BUY
$19.21 - $23.08 $153 - $184
8 Added 0.67%
1,205 $24.3 Million
Q1 2024

Apr 16, 2024

SELL
$21.3 - $28.9 $3,088 - $4,190
-145 Reduced 10.8%
1,197 $27.6 Million
Q4 2023

Jan 22, 2024

BUY
$24.57 - $30.79 $196 - $246
8 Added 0.6%
1,342 $39.9 Million
Q3 2023

Oct 18, 2023

BUY
$31.15 - $43.7 $218 - $305
7 Added 0.53%
1,334 $41.9 Million
Q2 2023

Aug 01, 2023

BUY
$34.03 - $40.86 $272 - $326
8 Added 0.61%
1,327 $53.2 Million
Q1 2023

Apr 17, 2023

BUY
$36.3 - $48.21 $508 - $674
14 Added 1.07%
1,319 $53.3 Million
Q4 2022

Feb 13, 2023

BUY
$36.32 - $52.3 $47,397 - $68,251
1,305 New
1,305 $50 Million

Others Institutions Holding PBW

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.