Financial Perspectives, Inc Invesco Exchange Traded Fd Tr Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Financial Perspectives, Inc holds 581 shares of PBW stock, worth $9,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares

581

Previous 581 -0.0%

Holding current value

$9,307

Previous $11.6 Million 0.1%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$17.77 - $23.99 $35 - $47	2 Added 0.35%	581 $11.6 Million
Q2 2024 Aug 09, 2024	BUY	$19.21 - $23.08 $76 - $92	4 Added 0.7%	579 $11.7 Million
Q1 2024 Apr 19, 2024	BUY	$21.3 - $28.9 $85 - $115	4 Added 0.7%	575 $13.3 Million
Q4 2023 Feb 01, 2024	BUY	$24.57 - $30.79 $73 - $92	3 Added 0.53%	571 $17 Million
Q3 2023 Jan 09, 2024	BUY	$31.15 - $43.7 $124 - $174	4 Added 0.71%	568 $17.8 Million
Q2 2023 Jan 09, 2024	BUY	$34.03 - $40.86 $102 - $122	3 Added 0.53%	564 $22.6 Million
Q1 2023 Jan 09, 2024	BUY	$36.3 - $48.21 $254 - $337	7 Added 1.26%	561 $22.7 Million
Q3 2022 Jan 09, 2024	SELL	$45.37 - $64.82 $4,446 - $6,352	-98 Reduced 15.03%	554 $26.7 Million
Q3 2021 Jan 09, 2024	BUY	$73.5 - $92.23 $7,570 - $9,499	103 Added 18.76%	652 $50.4 Million
Q2 2021 Jan 09, 2024	SELL	$71.8 - $99.25 $1.83 Million - $2.53 Million	-25,524 Reduced 97.89%	549 $51.2 Million
Q1 2021 Jan 09, 2024	BUY	$89.06 - $136.0 $2.32 Million - $3.55 Million	26,073 New	26,073 $265,000

Others Institutions Holding PBW

# of Institutions

148

Shares Held

3.58M

Call Options Held

2.5K

Put Options Held

18.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

More about PBW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Invesco Exchange Traded Fd Tr Transaction History