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

Pcg Wealth Advisors, LLC

$257 Million
Q4 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 11,205 shares of XMMO stock, worth $1.48 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

11,205

Previous 11,191 0.13%

Holding current value

$1.48 Million

Previous $1.35 Million 2.82%

% of portfolio

0.54%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$119.61 - $136.3 $1,674 - $1,908	14 Added 0.13%	11,205 $1.38 Million
Q3 2024 Oct 15, 2024	BUY	$110.22 - $120.89 $5,070 - $5,560	46 Added 0.41%	11,191 $1.35 Million
Q2 2024 Jul 15, 2024	SELL	$106.61 - $117.53 $11,833 - $13,045	-111 Reduced 0.99%	11,145 $1.27 Million
Q1 2024 Apr 19, 2024	SELL	$87.09 - $114.86 $19,595 - $25,843	-225 Reduced 1.96%	11,256 $1.29 Million
Q4 2023 Jan 29, 2024	SELL	$74.81 - $90.45 $19,001 - $22,974	-254 Reduced 2.16%	11,481 $1.03 Million
Q3 2023 Oct 19, 2023	SELL	$78.48 - $83.27 $56,427 - $59,871	-719 Reduced 5.77%	11,735 $944,000
Q2 2023 Jul 20, 2023	SELL	$72.7 - $79.52 $30,679 - $33,557	-422 Reduced 3.28%	12,454 $990,000
Q1 2023 May 08, 2023	BUY	$71.28 - $79.98 $64,365 - $72,221	903 Added 7.54%	12,876 $972,000
Q4 2022 Feb 13, 2023	SELL	$72.14 - $80.8 $327,443 - $366,751	-4,539 Reduced 27.49%	11,973 $901,000
Q3 2022 Oct 12, 2022	BUY	$68.65 - $83.42 $519,886 - $631,739	7,573 Added 84.72%	16,512 $1.15 Million
Q2 2022 Jul 13, 2022	BUY	$70.2 - $89.17 $627,517 - $797,090	8,939 New	8,939 $636,000

Others Institutions Holding XMMO

# of Institutions

306

Shares Held

12.6M

Call Options Held

1.9K

Put Options Held

1.3K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMMO
Sector ETFs
Industry ETFs

More about XMMO

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