A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii Global Clean stock. As of the latest transaction made, Iht Wealth Management, LLC holds 39,391 shares of PBD stock, worth $469,934. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,391
Previous 53,601 26.51%
Holding current value
$469,934
Previous $724,000 23.9%
% of portfolio
0.02%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$12.63 - $14.81 $179,472 - $210,450
-14,210 Reduced 26.51%
39,391 $551,000
Q2 2024

Aug 14, 2024

BUY
$13.16 - $14.96 $14,489 - $16,470
1,101 Added 2.1%
53,601 $724,000
Q1 2024

May 15, 2024

BUY
$13.37 - $15.63 $274,111 - $320,446
20,502 Added 64.07%
52,500 $742,000
Q4 2023

Feb 14, 2024

SELL
$13.23 - $16.21 $154,367 - $189,138
-11,668 Reduced 26.72%
31,998 $511,000
Q3 2023

Nov 14, 2023

BUY
$15.21 - $20.13 $98,363 - $130,180
6,467 Added 17.38%
43,666 $671,000
Q2 2023

Aug 14, 2023

BUY
$18.0 - $19.59 $68,526 - $74,579
3,807 Added 11.4%
37,199 $703,000
Q1 2023

May 15, 2023

BUY
$18.21 - $21.66 $14,495 - $17,241
796 Added 2.44%
33,392 $658,000
Q4 2022

Feb 14, 2023

BUY
$17.65 - $21.1 $6,089 - $7,279
345 Added 1.07%
32,596 $598,000
Q3 2022

Nov 22, 2022

BUY
$19.0 - $25.04 $64,961 - $85,611
3,419 Added 11.86%
32,251 $615,000
Q2 2022

Aug 15, 2022

BUY
$18.84 - $25.67 $129,525 - $176,481
6,875 Added 31.31%
28,832 $565,000
Q1 2022

May 16, 2022

BUY
$20.57 - $27.4 $140,205 - $186,758
6,816 Added 45.02%
21,957 $545,000
Q4 2021

Feb 14, 2022

BUY
$25.92 - $32.33 $24,675 - $30,778
952 Added 6.71%
15,141 $406,000
Q3 2021

Nov 15, 2021

BUY
$27.74 - $30.84 $48,711 - $54,155
1,756 Added 14.12%
14,189 $396,000
Q2 2021

Aug 16, 2021

BUY
$26.43 - $32.58 $328,604 - $405,067
12,433 New
12,433 $385,000

Others Institutions Holding PBD

About INVESCO ETF TR II GLOBAL CLEAN


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

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.