Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 759 shares of PBW stock, worth $14,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares

759

Previous 759 -0.0%

Holding current value

$14,587

Previous $15,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$17.77 - $23.99 $941 - $1,271	-53 Reduced 6.53%	759 $15,000
Q4 2023 Feb 07, 2024	SELL	$24.57 - $30.79 $1,744 - $2,186	-71 Reduced 8.04%	812 $24,000
Q3 2022 Oct 21, 2022	SELL	$45.37 - $64.82 $10,026 - $14,325	-221 Reduced 20.02%	883 $43,000
Q1 2022 May 02, 2022	SELL	$50.93 - $72.96 $9,269 - $13,278	-182 Reduced 14.15%	1,104 $72,000
Q4 2021 Feb 03, 2022	BUY	$68.87 - $95.56 $6,336 - $8,791	92 Added 7.71%	1,286 $92,000
Q3 2021 Nov 09, 2021	BUY	$73.5 - $92.23 $15,729 - $19,737	214 Added 21.84%	1,194 $92,000
Q2 2020 Aug 05, 2020	BUY	$24.62 - $40.63 $24,127 - $39,817	980 New	980 $40,000

Others Institutions Holding PBW

# of Institutions

144

Shares Held

4.11M

Call Options Held

5.7K

Put Options Held

7.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

More about PBW

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Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History