Buckingham Strategic Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,250 shares of PSI stock, worth $310,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,250
Previous 5,250 -0.0%
Holding current value
$310,222
Previous $296,000 11.15%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$41.42 - $140.41 $144,970 - $491,435
3,500 Added 200.0%
5,250 $224,000
Q2 2023

Aug 11, 2023
BUY
$109.08 - $136.79 $190,890 - $239,382
1,750 New
1,750 $239,000
Q2 2022

Aug 12, 2022
SELL
$32.26 - $42.95 $56,455 - $75,162
-1,750 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$40.99 - $51.81 $30,742 - $38,857
-750 Reduced 30.0%
1,750 $269,000
Q4 2020

Feb 16, 2021
SELL
$25.69 - $35.07 $12,845 - $17,535
-500 Reduced 16.67%
2,500 $262,000
Q3 2020

Nov 12, 2020
SELL
$23.98 - $28.1 $28,776 - $33,720
-1,200 Reduced 28.57%
3,000 $232,000
Q1 2019

May 02, 2019
BUY
N/A
4,200 New
4,200 $223,000

Others Institutions Holding PSI

# of Institutions
143
Shares Held
3.88M
Call Options Held
3.8K
Put Options Held
800
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email