Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 25,248 shares of PBW stock, worth $450,676. This represents 0.0% of its overall portfolio holdings.

Number of Shares

25,248

Previous 13,977 80.64%

Holding current value

$450,676

Previous $279,000 42.29%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$15.74 - $22.48 $177,405 - $253,372	11,271 Added 80.64%	25,248 $397,000
Q4 2024 Mar 17, 2025	BUY	$19.01 - $21.64 $6,064 - $6,903	319 Added 2.34%	13,977 $279,000
Q3 2024 Oct 23, 2024	BUY	$17.77 - $23.99 $15,761 - $21,279	887 Added 6.95%	13,658 $273,000
Q2 2024 Jul 16, 2024	SELL	$19.21 - $23.08 $29,199 - $35,081	-1,520 Reduced 10.64%	12,771 $257,000
Q1 2024 Apr 15, 2024	SELL	$21.3 - $28.9 $37,296 - $50,603	-1,751 Reduced 10.92%	14,291 $329,000
Q4 2023 Jan 30, 2024	SELL	$24.57 - $30.79 $27,174 - $34,053	-1,106 Reduced 6.45%	16,042 $476,000
Q3 2023 Nov 13, 2023	BUY	$31.15 - $43.7 $534,160 - $749,367	17,148 New	17,148 $538,000

Others Institutions Holding PBW

# of Institutions

142

Shares Held

3.25M

Call Options Held

1.2K

Put Options Held

12.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

More about PBW

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Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History