Wealth Enhancement Advisory Services, LLC Invesco Vrdo Tax Free ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,893 shares of PVI stock, worth $269,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,893
Previous 13,863 21.42%
Holding current value
$269,819
Previous $343,000 21.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024
SELL
$24.77 - $24.9 $73,566 - $73,953
-2,970 Reduced 21.42%
10,893 $270,000
Q2 2024

Jul 16, 2024
SELL
$24.75 - $24.87 $26,779 - $26,909
-1,082 Reduced 7.24%
13,863 $343,000
Q1 2024

Apr 15, 2024
SELL
$24.74 - $24.88 $432,257 - $434,703
-17,472 Reduced 53.9%
14,945 $370,000
Q4 2023

Jan 30, 2024
SELL
$24.74 - $24.9 $179,365 - $180,525
-7,250 Reduced 18.28%
32,417 $803,000
Q3 2023

Nov 13, 2023
BUY
$24.79 - $24.94 $983,344 - $989,294
39,667 New
39,667 $985,000

Others Institutions Holding PVI

# of Institutions
28
Shares Held
776K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO VRDO TAX-FREE ETF

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