Lpl Financial LLC Invesco Act Mng ETF Tr Bal Mul Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$14.51 - $15.36 $4.8 Million - $5.08 Million	-330,491 Reduced 68.37%	152,862 $2.27 Million
Q4 2022 Feb 07, 2023	BUY	$14.12 - $15.19 $5.53 Million - $5.95 Million	391,826 Added 428.1%	483,353 $7.05 Million
Q3 2022 Nov 14, 2022	BUY	N/A	8,680 Added 10.48%	91,527 $1.26 Million
Q2 2022 Aug 12, 2022	BUY	N/A	7,389 Added 9.79%	82,847 $1.2 Million
Q1 2022 May 16, 2022	BUY	N/A	10,881 Added 16.85%	75,458 $1.23 Million
Q4 2021 Feb 14, 2022	BUY	N/A	14,727 Added 29.54%	64,577 $1.11 Million
Q3 2021 Nov 15, 2021	BUY	N/A	9,348 Added 23.08%	49,850 $823,000
Q2 2021 Aug 13, 2021	BUY	N/A	11,899 Added 41.6%	40,502 $671,000
Q1 2021 May 14, 2021	BUY	N/A	2,955 Added 11.52%	28,603 $454,000
Q4 2020 Feb 12, 2021	BUY	N/A	7,609 Added 42.18%	25,648 $389,000
Q3 2020 Nov 09, 2020	BUY	N/A	6,592 Added 57.59%	18,039 $247,000
Q1 2020 May 14, 2020	BUY	N/A	11,447 New	11,447 $133,000

Others Institutions Holding PSMB

# of Institutions

1

Shares Held

100

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

100
Shares

$0
0.0% of portfolio

About INVESCO ACT MNG ETF TR BAL MUL

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