Vahanian & Associates Financial Planning Inc. Invesco Exchange Traded Fd Tr Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$28.3 - $35.28 $61,524 - $76,698	-2,174 Reduced 23.71%	6,994 $206,000
Q3 2022 Nov 02, 2022	SELL	$24.07 - $32.59 $261,929 - $354,644	-10,882 Reduced 54.27%	9,168 $253,000
Q2 2022 Jul 27, 2022	BUY	$25.68 - $36.33 $514,884 - $728,416	20,050 New	20,050 $515,000

Others Institutions Holding PXE

# of Institutions

Shares Held

1.3M

Call Options Held

600

Put Options Held

700

Bank Of America Corp Charlotte, NC

182K
Shares

$5.68 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

142K
Shares

$4.42 Million
2.49% of portfolio
Lpl Financial LLC Fort Mill, SC

127K
Shares

$3.96 Million
0.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

98.4K
Shares

$3.07 Million
1.62% of portfolio
Morgan Stanley New York, NY

80.3K
Shares

$2.5 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXE
Sector ETFs
Industry ETFs

More about PXE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vahanian & Associates Financial Planning Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vahanian & Associates Financial Planning Inc. with notifications on news.

Account