A detailed history of Wmg Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,892 shares of PSI stock, worth $287,502. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,892
Previous 3,738 30.87%
Holding current value
$287,502
Previous $234,000 20.09%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 31, 2024

BUY
$49.13 - $66.72 $56,696 - $76,994
1,154 Added 30.87%
4,892 $281,000
Q1 2024

May 07, 2024

BUY
$45.91 - $58.22 $171,611 - $217,626
3,738 New
3,738 $210,000
Q2 2022

Aug 08, 2022

SELL
$32.26 - $42.95 $121,007 - $161,105
-3,751 Reduced 58.5%
2,661 $260,000
Q1 2022

Apr 18, 2022

SELL
$38.61 - $51.98 $19,884 - $26,769
-515 Reduced 7.43%
6,412 $831,000
Q4 2021

Feb 14, 2022

BUY
$40.99 - $51.81 $283,937 - $358,887
6,927 New
6,927 $1.06 Million

Others Institutions Holding PSI

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.