Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 958 shares of PWB stock, worth $120,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares
958
Previous 959 0.1%
Holding current value
$120,401
Previous $112,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$115.87 - $125.42 $115 - $125
-1 Reduced 0.1%
958 $120,000
Q2 2025

Aug 06, 2025
BUY
$86.24 - $117.44 $66,059 - $89,959
766 Added 396.89%
959 $112,000
Q4 2024

Feb 13, 2025
BUY
$98.04 - $108.11 $18,921 - $20,865
193 New
193 $19,000
Q1 2022

Apr 18, 2022
SELL
$65.02 - $80.84 $188,688 - $234,597
-2,902 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$73.2 - $82.12 $212,426 - $238,312
2,902 New
2,902 $234,000
Q4 2018

Feb 15, 2019
SELL
$38.42 - $48.53 $193,598 - $244,542
-5,039 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
$44.76 - $48.34 $225,545 - $243,585
5,039 New
5,039 $243,000

Others Institutions Holding PWB

# of Institutions
214
Shares Held
7.62M
Call Options Held
5.89K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWB Quotes by TradingView
  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email