A detailed history of Valmark Advisers, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,256 shares of PPA stock, worth $385,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,256
Previous 3,239 0.52%
Holding current value
$385,477
Previous $332,000 12.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$102.05 - $114.97 $1,734 - $1,954
17 Added 0.52%
3,256 $374,000
Q2 2024

Jul 31, 2024

BUY
$98.11 - $105.73 $196 - $211
2 Added 0.06%
3,239 $332,000
Q1 2024

May 03, 2024

BUY
$89.11 - $101.71 $10,247 - $11,696
115 Added 3.68%
3,237 $328,000
Q4 2023

Feb 02, 2024

SELL
$78.19 - $92.18 $3,283 - $3,871
-42 Reduced 1.33%
3,122 $287,000
Q3 2023

Nov 07, 2023

BUY
$79.09 - $85.71 $237 - $257
3 Added 0.09%
3,164 $252,000
Q2 2023

Aug 02, 2023

BUY
$77.66 - $84.47 $155 - $168
2 Added 0.06%
3,161 $267,000
Q1 2023

May 01, 2023

SELL
$76.43 - $82.25 $113,957 - $122,634
-1,491 Reduced 32.06%
3,159 $254,000
Q4 2022

Feb 06, 2023

BUY
$66.43 - $80.22 $66 - $80
1 Added 0.02%
4,650 $364,000
Q3 2022

Nov 02, 2022

BUY
$64.52 - $76.47 $3,742 - $4,435
58 Added 1.26%
4,649 $300,000
Q2 2022

Aug 01, 2022

BUY
$66.31 - $79.27 $304,429 - $363,928
4,591 New
4,591 $322,000

Others Institutions Holding PPA

About INVESCO EXCHANGE-TRADED FD TR


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

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.