Morris Retirement Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 3,655 shares of PWV stock, worth $201,682. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,655
Previous 3,655 -0.0%
Holding current value
$201,682
Previous $207,000 3.38%
% of portfolio
0.12%
Previous 0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$56.33 - $61.73 $2,647 - $2,901
-47 Reduced 1.27%
3,655 $207,000
Q3 2024

Oct 03, 2024
BUY
$54.33 - $59.01 $1,358 - $1,475
25 Added 0.68%
3,702 $215,000
Q2 2024

Aug 06, 2024
SELL
$54.01 - $56.78 $5,401 - $5,678
-100 Reduced 2.65%
3,677 $202,000
Q1 2024

May 03, 2024
SELL
$50.05 - $56.68 $30,730 - $34,801
-614 Reduced 13.98%
3,777 $214,000
Q4 2023

Feb 12, 2024
SELL
$44.09 - $50.95 $4.66 Million - $5.38 Million
-105,647 Reduced 96.01%
4,391 $222,000
Q3 2023

Nov 08, 2023
BUY
$46.03 - $48.86 $569,345 - $604,349
12,369 Added 12.66%
110,038 $5.15 Million
Q2 2023

Jul 17, 2023
SELL
$43.67 - $46.63 $2.45 Million - $2.61 Million
-56,073 Reduced 36.47%
97,669 $4.55 Million
Q1 2023

Apr 13, 2023
SELL
$43.51 - $48.07 $1.54 Million - $1.7 Million
-35,378 Reduced 18.71%
153,742 $6.96 Million
Q4 2022

Feb 02, 2023
SELL
$42.18 - $49.21 $339,169 - $395,697
-8,041 Reduced 4.08%
189,120 $8.9 Million
Q3 2022

Oct 14, 2022
BUY
$41.65 - $47.7 $1.14 Million - $1.3 Million
27,290 Added 16.07%
197,161 $8.36 Million
Q2 2022

Aug 08, 2022
SELL
$42.73 - $50.01 $2.02 Million - $2.36 Million
-47,250 Reduced 21.76%
169,871 $7.42 Million
Q1 2022

May 10, 2022
BUY
$46.43 - $50.64 $3.1 Million - $3.39 Million
66,867 Added 44.5%
217,121 $10.6 Million
Q4 2021

Feb 02, 2022
BUY
$44.89 - $48.92 $2.61 Million - $2.84 Million
58,089 Added 63.03%
150,254 $7.33 Million
Q3 2021

Oct 28, 2021
SELL
$42.97 - $45.96 $301,993 - $323,006
-7,028 Reduced 7.09%
92,165 $4.1 Million
Q2 2021

Jul 29, 2021
BUY
$42.85 - $46.04 $4.25 Million - $4.57 Million
99,193 New
99,193 $4.4 Million

Others Institutions Holding PWV

# of Institutions
171
Shares Held
11.6M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWV Quotes by TradingView
  • Ticker PWV
  • Sector ETFs
  • Industry ETFs
More about PWV
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