Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,705 shares of PWB stock, worth $1.12 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,705
Previous 8,705 -0.0%
Holding current value
$1.12 Million
Previous $836,000 22.25%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$94.5 - $110.71 $61,897 - $72,515
655 Added 8.14%
8,705 $836,000
Q4 2024

Feb 14, 2025
SELL
$98.04 - $108.11 $91,765 - $101,190
-936 Reduced 10.42%
8,050 $819,000
Q1 2024

May 15, 2024
BUY
$75.84 - $90.45 $681,498 - $812,783
8,986 New
8,986 $802,000

Others Institutions Holding PWB

# of Institutions
201
Shares Held
7.5M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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