V Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$18.82 - $23.76 $369,135 - $466,028	-19,614 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$22.26 - $25.8 $9,349 - $10,836	-420 Reduced 2.1%	19,614 $458,000
Q4 2021 Feb 17, 2022	SELL	$23.45 - $25.82 $168,230 - $185,232	-7,174 Reduced 26.37%	20,034 $517,000
Q3 2021 Oct 21, 2021	SELL	$23.94 - $27.67 $45,581 - $52,683	-1,904 Reduced 6.54%	27,208 $661,000
Q2 2021 Jul 27, 2021	SELL	$23.35 - $27.35 $1,657 - $1,941	-71 Reduced 0.24%	29,112 $796,000
Q1 2021 Apr 20, 2021	SELL	$23.03 - $26.43 $512,670 - $588,358	-22,261 Reduced 43.27%	29,183 $701,000
Q4 2020 Jan 25, 2021	BUY	$19.33 - $22.94 $994,412 - $1.18 Million	51,444 New	51,444 $1.18 Million

Others Institutions Holding PIE

# of Institutions

66

Shares Held

3.91M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

558K
Shares

$11.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

432K
Shares

$8.79 Million
0.01% of portfolio
Morgan Stanley New York, NY

354K
Shares

$7.19 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

277K
Shares

$5.64 Million
0.77% of portfolio
Maltin Wealth Management, Inc.

275K
Shares

$5.59 Million
3.54% of portfolio

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