Wealth Advisory Solutions, LLC Invesco Actively Transaction History

Wealth Advisory Solutions, LLC

$363 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$91.8 - $116.42 $194,432 - $246,577	-2,118 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$101.92 - $118.93 $10,192 - $11,893	-100 Reduced 4.51%	2,118 $237,000
Q3 2021 Nov 03, 2021	SELL	$103.12 - $113.01 $14,333 - $15,708	-139 Reduced 5.9%	2,218 $229,000
Q2 2021 Jul 21, 2021	BUY	$95.16 - $107.21 $224,292 - $252,693	2,357 New	2,357 $244,000
Q1 2021 May 13, 2021	SELL	$83.36 - $94.33 $253,664 - $287,046	-3,043 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$77.92 - $88.18 $15,194 - $17,195	-195 Reduced 6.02%	3,043 $264,000
Q3 2020 Dec 29, 2020	SELL	$77.74 - $85.51 $2.09 Million - $2.3 Million	-26,886 Reduced 89.25%	3,238 $262,000
Q2 2020 Dec 23, 2020	BUY	$66.23 - $88.56 $336,117 - $449,442	5,075 Added 20.26%	30,124 $2.43 Million
Q1 2020 Dec 18, 2020	BUY	$58.79 - $103.07 $292,950 - $513,597	4,983 Added 24.83%	25,049 $1.8 Million
Q4 2019 Jan 27, 2021	BUY	$92.6 - $98.07 $1.86 Million - $1.97 Million	20,066 New	20,066 $1.92 Million

Others Institutions Holding PSR

# of Institutions

55

Shares Held

356K

Call Options Held

0

Put Options Held

0

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