Evolution Wealth Advisors, LLC Invesco Actively Managed ETF T Transaction History

Evolution Wealth Advisors, LLC

$580 Million
Q4 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 12,455 shares of GTO stock, worth $577,289. This represents 0.1% of its overall portfolio holdings.

Number of Shares

12,455

Previous 12,505 0.4%

Holding current value

$577,289

Previous $603,000 4.31%

% of portfolio

0.1%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$46.33 - $48.41 $2,316 - $2,420	-50 Reduced 0.4%	12,455 $577,000
Q3 2024 Nov 06, 2024	BUY	$46.22 - $48.77 $90,591 - $95,589	1,960 Added 18.59%	12,505 $603,000
Q2 2024 Jul 18, 2024	BUY	$45.43 - $46.93 $138,561 - $143,136	3,050 Added 40.69%	10,545 $488,000
Q1 2024 Apr 19, 2024	SELL	$46.24 - $47.35 $1,387 - $1,420	-30 Reduced 0.4%	7,495 $350,000
Q4 2023 Jan 31, 2024	BUY	$43.49 - $47.4 $51,753 - $56,406	1,190 Added 18.78%	7,525 $355,000
Q3 2023 Nov 06, 2023	BUY	$44.55 - $46.82 $282,224 - $296,604	6,335 New	6,335 $282,000
Q4 2021 Jan 28, 2022	SELL	$56.04 - $56.98 $67,808 - $68,945	-1,210 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$56.77 - $57.69 $12,489 - $12,691	220 Added 22.22%	1,210 $69,000
Q2 2021 Jul 22, 2021	BUY	$56.12 - $57.19 $1,683 - $1,715	30 Added 3.13%	990 $56,000
Q1 2021 Apr 20, 2021	BUY	$55.85 - $57.7 $3,909 - $4,039	70 Added 7.87%	960 $54,000
Q4 2020 Feb 02, 2021	BUY	$57.4 - $58.67 $51,086 - $52,216	890 New	890 $51,000

Others Institutions Holding GTO

# of Institutions

191

Shares Held

33.4M

Call Options Held

Put Options Held

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About INVESCO ACTIVELY MANAGED ETF T

Ticker GTO
Sector ETFs
Industry ETFs

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Evolution Wealth Advisors, LLC Invesco Actively Managed ETF T Transaction History