Latest Institutional Sells of Invesco Act Mng ETF Tr Bal Mul (PSMB)
This list provides information on the latest institutional transactions involving Invesco Act Mng ETF Tr Bal Mul (PSMB) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.82K- 17.94% |
$26.7K - $27.3K
|
8.31K
$0
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-330K- 68.37% |
$4.8M - $5.08M
|
153K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 47.02% |
$299K - $316K
|
23.2K
$0
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10K- 28.13% |
$146K - $154K
|
25.7K
$0
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.94K- 22.58% |
$42.6K - $45.1K
|
10.1K
$0
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.62K- 2.68% |
$38K - $40.2K
|
95K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.43K- 7.16% |
$20.7K - $21.9K
|
18.5K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 55.78% |
$14.6K - $15.5K
|
800
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-340- 67.59% |
$4.93K - $5.22K
|
163
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-248- 1.36% |
$3.6K - $3.81K
|
18K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$14.5 - $15.4
|
0
$0
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-411K- 91.85% |
$5.8M - $6.24M
|
36.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-44.1K- 51.06% |
$623K - $670K
|
42.3K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-432- 9.44% |
N/A
|
4.15K
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42.1KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.8KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-441Closed |
N/A
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-152Closed |
N/A
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.7KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.33KClosed |
N/A
|
0
$0
|