Liberty Wealth Management LLC Invesco S&P Smallcap Financial Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$55.9 - $61.09 $19,453 - $21,259	-348 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$38.48 - $49.35 $38 - $49	-1 Reduced 0.29%	348 $17,000
Q3 2020 Nov 05, 2020	BUY	$35.61 - $42.07 $178 - $210	5 Added 1.45%	349 $13,000
Q2 2020 Aug 04, 2020	BUY	$31.57 - $45.05 $126 - $180	4 Added 1.18%	344 $14,000
Q1 2020 Apr 27, 2020	BUY	$30.32 - $57.06 $212 - $399	7 Added 2.1%	340 $12,000
Q4 2019 Feb 05, 2020	BUY	$52.69 - $57.94 $368 - $405	7 Added 2.15%	333 $19,000
Q3 2019 Oct 30, 2019	BUY	$51.48 - $55.3 $102 - $110	2 Added 0.62%	326 $18,000
Q2 2019 Jul 30, 2019	BUY	$52.09 - $55.84 $156 - $167	3 Added 0.93%	324 $18,000
Q1 2019 Apr 18, 2019	SELL	$47.83 - $55.55 $8,370 - $9,721	-175 Reduced 35.28%	321 $16,000
Q4 2018 Mar 26, 2019	BUY	$46.25 - $56.75 $22,940 - $28,148	496 New	496 $23,000

Others Institutions Holding PSCF

# of Institutions

26

Shares Held

125K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

26.9K
Shares

$1.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

22K
Shares

$1.23 Million
0.0% of portfolio
Atlas Wealth LLC Cincinnati, OH

9.72K
Shares

$542,473
0.23% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

9.14K
Shares

$509,824
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

9.07K
Shares

$506,419
0.01% of portfolio

About INVESCO S&P SMALLCAP FINANCIAL

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