Wealthspire Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022
SELL
N/A
-120,864 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
120,864 New
120,864 $2.55 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-80,333 Closed
0 $0
Q1 2021

May 17, 2021
BUY
N/A
70,909 Added 752.43%
80,333 $1.7 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-23,356 Reduced 71.25%
9,424 $200,000
Q3 2020

Nov 16, 2020
BUY
N/A
32,780 New
32,780 $699,000
Q2 2020

Aug 14, 2020
SELL
N/A
-15,190 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
15,190 New
15,190 $319,000
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