Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 22,878 shares of PEY stock, worth $495,766. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,878
Previous 26,262 12.89%
Holding current value
$495,766
Previous $515,000 2.72%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Nov 06, 2024
SELL
$19.4 - $21.93 $65,649 - $74,211
-3,384 Reduced 12.89%
22,878 $501,000
Q2 2024

Aug 13, 2024
SELL
$19.3 - $20.66 $11,251 - $12,044
-583 Reduced 2.17%
26,262 $515,000
Q1 2024

May 10, 2024
SELL
$19.47 - $21.39 $15,809 - $17,368
-812 Reduced 2.94%
26,845 $554,000
Q4 2023

Feb 12, 2024
SELL
$18.0 - $21.28 $14,832 - $17,534
-824 Reduced 2.89%
27,657 $584,000
Q3 2023

Nov 01, 2023
BUY
$19.01 - $20.79 $541,423 - $592,119
28,481 New
28,481 $546,000

Others Institutions Holding PEY

# of Institutions
210
Shares Held
22.2M
Call Options Held
58.7K
Put Options Held
10.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PEY Quotes by TradingView
  • Ticker PEY
  • Sector ETFs
  • Industry ETFs
More about PEY
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email