Iht Wealth Management, LLC Invesco S&P Smallcap Energy Et Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$8.34 - $9.87 $119,420 - $141,328	14,319 Added 23.6%	75,005 $711,000
Q1 2023 May 15, 2023	BUY	$8.57 - $10.96 $3,093 - $3,956	361 Added 0.6%	60,686 $562,000
Q4 2022 Feb 14, 2023	SELL	$9.37 - $11.51 $42,961 - $52,773	-4,585 Reduced 7.06%	60,325 $614,000
Q3 2022 Nov 22, 2022	BUY	$7.93 - $10.58 $146,831 - $195,899	18,516 Added 39.91%	64,910 $553,000
Q2 2022 Aug 15, 2022	BUY	$8.58 - $12.44 $2,960 - $4,291	345 Added 0.75%	46,394 $404,000
Q1 2022 May 16, 2022	BUY	$7.25 - $10.29 $38,425 - $54,536	5,300 Added 13.01%	46,049 $461,000
Q4 2021 Feb 14, 2022	BUY	$6.67 - $8.64 $33,256 - $43,079	4,986 Added 13.94%	40,749 $285,000
Q3 2021 Nov 15, 2021	BUY	$5.7 - $8.24 $203,849 - $294,687	35,763 New	35,763 $273,000

Others Institutions Holding PSCE

# of Institutions

2

Shares Held

78.1K

Call Options Held

0

Put Options Held

0

Strategic Wealth Advisors Group, LLC Sacramento, CA

59.2K
Shares

$3.1 Million
0.02% of portfolio
American Portfolios Advisors Holbrook, NY

18.9K
Shares

$989,970
0.01% of portfolio

About INVESCO S&P SMALLCAP ENERGY ET

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