Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 17,648 shares of PWB stock, worth $1.78 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
17,648
Previous 17,752 0.59%
Holding current value
$1.78 Million
Previous $1.68 Billion 3.81%
% of portfolio
0.77%
Previous 0.76%

Shares

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

Oct 28, 2024
SELL
$86.85 - $98.91 $9,032 - $10,286
-104 Reduced 0.59%
17,648 $1.74 Billion
Q2 2024

Aug 13, 2024
BUY
$83.83 - $94.82 $3,940 - $4,456
47 Added 0.27%
17,752 $1.68 Billion
Q1 2024

May 13, 2024
BUY
$75.84 - $90.45 $151 - $180
2 Added 0.01%
17,705 $1.57 Billion
Q4 2023

Feb 06, 2024
BUY
$65.5 - $77.84 $1.16 Million - $1.38 Million
17,703 New
17,703 $1.38 Billion

Others Institutions Holding PWB

# of Institutions
173
Shares Held
5.97M
Call Options Held
0
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 Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email