Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 32,238 shares of PXE stock, worth $925,875. This represents 0.39% of its overall portfolio holdings.

Number of Shares

32,238

Previous 34,628 6.9%

Holding current value

$925,875

Previous $1.15 Million 16.59%

% of portfolio

0.39%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$28.95 - $33.76 $69,190 - $80,686	-2,390 Reduced 6.9%	32,238 $955,000
Q2 2024 Jul 15, 2024	BUY	$32.21 - $37.35 $539,742 - $625,873	16,757 Added 93.77%	34,628 $1.15 Million
Q1 2024 Apr 19, 2024	SELL	$29.06 - $35.8 $14,471 - $17,828	-498 Reduced 2.71%	17,871 $639,000
Q4 2023 Jan 29, 2024	SELL	$29.26 - $33.79 $29,435 - $33,992	-1,006 Reduced 5.19%	18,369 $567,000
Q3 2023 Oct 19, 2023	BUY	$27.07 - $33.81 $378 - $473	14 Added 0.07%	19,375 $629,000
Q2 2023 Jul 20, 2023	SELL	$24.26 - $28.42 $39,204 - $45,926	-1,616 Reduced 7.7%	19,361 $538,000
Q1 2023 May 08, 2023	BUY	$24.81 - $31.79 $4,540 - $5,817	183 Added 0.88%	20,977 $566,000
Q4 2022 Feb 13, 2023	BUY	$28.3 - $35.28 $588,470 - $733,612	20,794 New	20,794 $615,000

Others Institutions Holding PXE

# of Institutions

Shares Held

1.39M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PXE
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History