Total Wealth Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$21.3 - $28.9 $76,914 - $104,357	-3,611 Reduced 14.62%	21,084 $485,000
Q4 2023 Feb 05, 2024	BUY	$24.57 - $30.79 $606,756 - $760,359	24,695 New	24,695 $733,000
Q1 2023 Apr 14, 2023	SELL	$36.3 - $48.21 $1.27 Million - $1.69 Million	-35,089 Reduced 86.83%	5,322 $215,000
Q4 2022 Feb 02, 2023	SELL	$36.32 - $52.3 $72,095 - $103,815	-1,985 Reduced 4.68%	40,411 $1.55 Million
Q3 2022 Nov 14, 2022	SELL	$45.37 - $64.82 $299,033 - $427,228	-6,591 Reduced 13.45%	42,396 $2.04 Million
Q2 2022 Aug 01, 2022	BUY	$42.19 - $68.38 $267,020 - $432,777	6,329 Added 14.84%	48,987 $2.24 Million
Q1 2022 May 13, 2022	BUY	$50.93 - $72.96 $2.17 Million - $3.11 Million	42,658 New	42,658 $2.78 Million

Others Institutions Holding PBW

# of Institutions

142

Shares Held

3.68M

Call Options Held

5.7K

Put Options Held

7.9K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
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