Wmg Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Wmg Financial Advisors, LLC

$246 Million
Q2 2025

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 4,413 shares of PSI stock, worth $266,721. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,413

Previous 4,433 0.45%

Holding current value

$266,721

Previous $210,000 25.71%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$39.29 - $60.31 $785 - $1,206	-20 Reduced 0.45%	4,413 $264,000
Q1 2025 May 06, 2025	SELL	$47.38 - $64.98 $21,747 - $29,825	-459 Reduced 9.38%	4,433 $210,000
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

# of Institutions

129

Shares Held

3.58M

Call Options Held

5.7K

Put Options Held

1.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PSI
Sector ETFs
Industry ETFs

More about PSI

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Wmg Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History