Dakota Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Dakota Wealth Management

  • $4.83 Billion
  • Q3 2025

A detailed history of Dakota Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Dakota Wealth Management holds 3,200 shares of PBE stock, worth $248,864. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,200
Previous 4,901 34.71%
Holding current value
$248,864
Previous $314,000 28.98%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$64.0 - $71.44 $108,864 - $121,519
-1,701 Reduced 34.71%
3,200 $223,000
Q2 2025

Jul 16, 2025
SELL
$56.01 - $65.43 $171,894 - $200,804
-3,069 Reduced 38.51%
4,901 $314,000
Q1 2025

May 01, 2025
SELL
$63.44 - $70.44 $69,784 - $77,484
-1,100 Reduced 12.13%
7,970 $505,000
Q4 2024

Jan 17, 2025
SELL
$65.93 - $72.24 $13,186 - $14,447
-200 Reduced 2.16%
9,070 $603,000
Q3 2024

Oct 23, 2024
SELL
$64.02 - $71.97 $76,824 - $86,364
-1,200 Reduced 11.46%
9,270 $647,000
Q4 2023

Jan 30, 2024
SELL
$52.52 - $66.71 $95,061 - $120,745
-1,810 Reduced 14.74%
10,470 $689,000
Q3 2023

Oct 23, 2023
BUY
$57.04 - $64.1 $14,260 - $16,024
250 Added 2.08%
12,280 $700,000
Q2 2023

Jul 31, 2023
SELL
$59.86 - $64.74 $35,916 - $38,844
-600 Reduced 4.75%
12,030 $737,000
Q1 2023

Apr 14, 2023
SELL
$60.12 - $67.92 $15,030 - $16,980
-250 Reduced 1.94%
12,630 $792,000
Q3 2022

Nov 10, 2022
BUY
$56.47 - $66.84 $727,333 - $860,899
12,880 New
12,880 $759,000

Others Institutions Holding PBE

# of Institutions
117
Shares Held
1.05M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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