Western Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	BUY	$35.68 - $46.4 $291,077 - $378,531	8,158 Added 109.42%	15,614 $1.79 Million
Q1 2022 May 10, 2022	SELL	$40.63 - $50.57 $5,566 - $6,928	-137 Reduced 1.8%	7,456 $1 Million
Q4 2021 Feb 14, 2022	SELL	$47.9 - $55.2 $44,451 - $51,225	-928 Reduced 10.89%	7,593 $1.18 Million
Q2 2021 Aug 09, 2021	SELL	$47.06 - $56.86 $64,283 - $77,670	-1,366 Reduced 13.82%	8,521 $1.41 Million
Q1 2021 May 14, 2021	SELL	$49.1 - $62.8 $28,772 - $36,800	-586 Reduced 5.6%	9,887 $1.55 Million
Q4 2020 Feb 10, 2021	BUY	$45.08 - $55.4 $41,293 - $50,746	916 Added 9.58%	10,473 $1.68 Million
Q3 2020 Oct 27, 2020	SELL	$39.04 - $47.92 $203,398 - $249,663	-5,210 Reduced 35.28%	9,557 $1.3 Million
Q2 2020 Jul 20, 2020	BUY	$27.14 - $40.75 $400,776 - $601,755	14,767 New	14,767 $1.81 Million

Others Institutions Holding PTH

# of Institutions

72

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

186K
Shares

$7.69 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$4.49 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

106K
Shares

$4.37 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

103K
Shares

$4.27 Million
0.02% of portfolio
Sfi Advisors, LLC Montclair, NJ

94.9K
Shares

$3.93 Million
3.16% of portfolio

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