A detailed history of Transform Wealth, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Transform Wealth, LLC holds 6,556 shares of CGW stock, worth $388,311. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,556
Previous 6,556 -0.0%
Holding current value
$388,311
Previous $362,000 10.77%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$50.57 - $55.62 $58,458 - $64,296
-1,156 Reduced 14.99%
6,556 $364,000
Q4 2023

Jan 18, 2024

BUY
$44.46 - $53.46 $12,804 - $15,396
288 Added 3.88%
7,712 $408,000
Q3 2023

Oct 10, 2023

SELL
$46.28 - $53.08 $343,582 - $394,065
-7,424 Reduced 50.0%
7,424 $345,000
Q1 2023

Apr 14, 2023

BUY
$46.82 - $51.45 $695,183 - $763,929
14,848 New
14,848 $740,000

Others Institutions Holding CGW

About INVESCO ETF TR II S&P GLOBAL W


  • Ticker CGW
  • Sector ETFs
  • Industry ETFs
More about CGW
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