Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

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

# of Institutions
156
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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