A detailed history of Cassady Schiller Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 150 shares of PJP stock, worth $12,450. This represents 0.01% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$12,450
Previous $12,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$71.87 - $81.07 $10,780 - $12,160
150 New
150 $11,000
Q1 2022

May 12, 2022

SELL
$74.31 - $80.95 $11,146 - $12,142
-150 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$76.6 - $81.85 $11,490 - $12,277
150 New
150 $12,000

Others Institutions Holding PJP

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PJP
  • Sector ETFs
  • Industry ETFs
More about PJP
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

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

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.