Wealth Bridge Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Bridge Capital Management, LLC

$348 Million
Q1 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 7,504 shares of PKW stock, worth $937,774. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,504

Previous 9,846 23.79%

Holding current value

$937,774

Previous $1.13 Million 25.42%

% of portfolio

0.24%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$109.15 - $120.99 $255,629 - $283,358	-2,342 Reduced 23.79%	7,504 $845,000
Q4 2024 Feb 03, 2025	BUY	$114.02 - $125.22 $285,392 - $313,425	2,503 Added 34.09%	9,846 $1.13 Million
Q3 2024 Oct 07, 2024	BUY	$102.34 - $114.52 $243,671 - $272,672	2,381 Added 47.98%	7,343 $840,000
Q2 2024 Aug 02, 2024	BUY	$101.52 - $107.47 $67,713 - $71,682	667 Added 15.53%	4,962 $515,000
Q1 2024 Apr 30, 2024	BUY	$97.02 - $108.23 $39,099 - $43,616	403 Added 10.35%	4,295 $464,000
Q4 2023 Feb 12, 2024	BUY	$84.45 - $99.49 $29,895 - $35,219	354 Added 10.01%	3,892 $385,000
Q3 2023 Nov 08, 2023	BUY	$88.14 - $94.01 $23,885 - $25,476	271 Added 8.3%	3,538 $318,000
Q2 2023 Aug 01, 2023	SELL	$82.13 - $89.45 $11,333 - $12,344	-138 Reduced 4.05%	3,267 $292,000
Q1 2023 May 10, 2023	BUY	$81.11 - $92.49 $276,179 - $314,928	3,405 New	3,405 $289,000

Others Institutions Holding PKW

# of Institutions

241

Shares Held

4.67M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PKW
Sector ETFs
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Wealth Bridge Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History