Venturi Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 50 shares of PSI stock, worth $2,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 52 3.85%
Holding current value
$2,995
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024
SELL
$49.13 - $66.72 $98 - $133
-2 Reduced 3.85%
50 $2,000
Q2 2024

Jul 19, 2024
SELL
$50.1 - $64.84 $551 - $713
-11 Reduced 17.46%
52 $3,000
Q1 2024

Apr 23, 2024
SELL
$45.91 - $58.22 $642 - $815
-14 Reduced 18.18%
63 $3,000
Q4 2023

Jan 23, 2024
BUY
$37.92 - $50.06 $948 - $1,251
25 Added 48.08%
77 $3,000
Q3 2023

Nov 02, 2023
BUY
$41.42 - $140.41 $1,118 - $3,791
27 Added 108.0%
52 $2,000
Q2 2023

Jul 24, 2023
BUY
$109.08 - $136.79 $1,636 - $2,051
15 Added 150.0%
25 $3,000
Q1 2023

May 02, 2023
BUY
$99.23 - $123.56 $992 - $1,235
10 New
10 $1,000

Others Institutions Holding PSI

# of Institutions
139
Shares Held
3.85M
Call Options Held
5.1K
Put Options Held
1.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PSI Quotes by TradingView
  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
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