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 7,242 shares of PBE stock, worth $442,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,242
Previous 4,066 78.11%
Holding current value
$442,341
Previous $270,000 71.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 16, 2025
BUY
$63.44 - $70.44 $201,485 - $223,717
3,176 Added 78.11%
7,242 $464,000
Q4 2024

Mar 17, 2025
BUY
$65.93 - $72.24 $25,712 - $28,173
390 Added 10.61%
4,066 $270,000
Q4 2023

Jan 30, 2024
SELL
$52.52 - $66.71 $97,109 - $123,346
-1,849 Reduced 33.47%
3,676 $242,000
Q3 2023

Nov 13, 2023
BUY
$57.04 - $64.1 $315,146 - $354,152
5,525 New
5,525 $315,000

Others Institutions Holding PBE

# of Institutions
110
Shares Held
1.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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