Goal Vest Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 589 shares of PWB stock, worth $74,025. This represents 0.02% of its overall portfolio holdings.

Number of Shares
589
Previous 866 31.99%
Holding current value
$74,025
Previous $108,000 31.48%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
$124.19 - $131.31 $34,400 - $36,372
-277 Reduced 31.99%
589 $74,000
Q1 2022

May 03, 2022
BUY
$65.02 - $80.84 $56,307 - $70,007
866 New
866 $63,000

Others Institutions Holding PWB

# of Institutions
216
Shares Held
7.65M
Call Options Held
5.89K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWB Quotes by TradingView
  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email