A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,295 shares of PWV stock, worth $75,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,753 26.13%
Holding current value
$75,330
Previous $99,000 28.28%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$54.01 - $56.78 $24,736 - $26,005
-458 Reduced 26.13%
1,295 $71,000
Q1 2024

Jun 11, 2024

BUY
$50.05 - $56.68 $22,922 - $25,959
458 Added 35.37%
1,753 $99,000
Q4 2023

Feb 09, 2024

SELL
$44.09 - $50.95 $4,629 - $5,349
-105 Reduced 7.5%
1,295 $65,000
Q1 2023

May 11, 2023

BUY
$43.51 - $48.07 $15,228 - $16,824
350 Added 33.33%
1,400 $63,000
Q4 2022

Feb 09, 2023

BUY
$42.18 - $49.21 $44,289 - $51,670
1,050 New
1,050 $49,000

Others Institutions Holding PWV

About INVESCO EXCHANGE-TRADED FD TR


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

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.