A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,365 shares of PSI stock, worth $253,082. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,365
Previous 4,365 -0.0%
Holding current value
$253,082
Previous $274,000 8.39%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

BUY
$37.92 - $50.06 $165,520 - $218,511
4,365 New
4,365 $216,000
Q2 2023

Jul 25, 2023

BUY
$109.08 - $136.79 $162,856 - $204,227
1,493 New
1,493 $204,000
Q2 2022

Jul 25, 2022

SELL
$32.26 - $42.95 $50,164 - $66,787
-1,555 Closed
0 $0
Q4 2021

Jan 21, 2022

SELL
$40.99 - $51.81 $18,568 - $23,469
-453 Reduced 22.56%
1,555 $239,000
Q2 2021

Jul 21, 2021

BUY
$36.27 - $43.03 $72,830 - $86,404
2,008 New
2,008 $258,000
Q1 2020

Apr 29, 2020

SELL
$15.5 - $24.44 $24,102 - $38,004
-1,555 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$18.73 - $22.68 $29,125 - $35,267
1,555 New
1,555 $104,000

Others Institutions Holding PSI

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PSI
  • Sector ETFs
  • Industry ETFs
More about PSI
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