A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,824 shares of PPA stock, worth $330,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,824
Previous 3,166 10.8%
Holding current value
$330,012
Previous $325,000 0.31%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024

SELL
$102.05 - $114.97 $34,901 - $39,319
-342 Reduced 10.8%
2,824 $324,000
Q2 2024

Aug 09, 2024

BUY
$98.11 - $105.73 $12,656 - $13,639
129 Added 4.25%
3,166 $325,000
Q4 2023

Feb 07, 2024

BUY
$78.19 - $92.18 $237,463 - $279,950
3,037 New
3,037 $279,000

Others Institutions Holding PPA

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PPA
  • Sector ETFs
  • Industry ETFs
More about PPA
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.