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 5,393 shares of PPA stock, worth $627,044. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,393
Previous 5,277 2.2%
Holding current value
$627,044
Previous $542 Million 14.39%
% of portfolio
0.42%
Previous 0.41%

Shares

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

Nov 13, 2024

BUY
$102.05 - $114.97 $11,837 - $13,336
116 Added 2.2%
5,393 $620 Million
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

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PPA
  • Sector ETFs
  • Industry ETFs
More about PPA
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