National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,277 shares of PPA stock, worth $612,659. This represents 0.41% of its overall portfolio holdings.

Number of Shares

5,277

Previous 5,195 1.58%

Holding current value

$612,659

Previous $528 Million 2.73%

% of portfolio

0.41%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$98.11 - $105.73 $8,045 - $8,669	82 Added 1.58%	5,277 $542 Million
Q1 2024 May 17, 2024	SELL	$89.11 - $101.71 $19,871 - $22,681	-223 Reduced 4.12%	5,195 $528 Million
Q4 2023 Feb 01, 2024	BUY	$78.19 - $92.18 $122,758 - $144,722	1,570 Added 40.8%	5,418 $499 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $85.71 $2,768 - $2,999	35 Added 0.92%	3,848 $307 Million
Q2 2023 Aug 09, 2023	SELL	$77.66 - $84.47 $79,057 - $85,990	-1,018 Reduced 21.07%	3,813 $325 Million
Q1 2023 May 15, 2023	BUY	$76.43 - $82.25 $369,233 - $397,349	4,831 New	4,831 $379 Million
Q4 2022 Nov 17, 2023	SELL	$66.43 - $80.22 $66 - $80	-1 Reduced 0.03%	3,847 $302 Million

Others Institutions Holding PPA

# of Institutions

365

Shares Held

17.1M

Call Options Held

13.6K

Put Options Held

900

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PPA
Sector ETFs
Industry ETFs

More about PPA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History