Clear Perspectives Financial Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,570 shares of PEY stock, worth $34,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,570
Previous 195,890 99.2%
Holding current value
$34,351
Previous $4.05 Million 99.23%
% of portfolio
0.02%
Previous 2.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$18.83 - $21.76 $3.66 Million - $4.23 Million
-194,320 Reduced 99.2%
1,570 $31,000
Q4 2022

Feb 13, 2023
BUY
$18.76 - $21.54 $343,026 - $393,858
18,285 Added 10.3%
195,890 $4.05 Million
Q3 2022

Nov 09, 2022
BUY
$18.59 - $22.0 $3.3 Million - $3.91 Million
177,605 New
177,605 $3.3 Million

Others Institutions Holding PEY

# of Institutions
219
Shares Held
22.8M
Call Options Held
47.6K
Put Options Held
1.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
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