Philip James Wealth Mangement, LLC Invesco Exchange Traded Fd Tr Transaction History

Philip James Wealth Mangement, LLC

$814 Billion
Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 25,849 shares of PWV stock, worth $1.48 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

25,849

Previous 25,716 0.52%

Holding current value

$1.48 Million

Previous $1.42 Billion 6.51%

% of portfolio

0.19%

Previous 0.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$54.33 - $59.01 $7,225 - $7,848	133 Added 0.52%	25,849 $1.51 Billion
Q2 2024 Jul 23, 2024	BUY	$54.01 - $56.78 $7,345 - $7,722	136 Added 0.53%	25,716 $1.42 Billion
Q1 2024 Apr 29, 2024	SELL	$50.05 - $56.68 $108,458 - $122,825	-2,167 Reduced 7.81%	25,580 $1.45 Billion
Q4 2023 Jan 29, 2024	BUY	$44.09 - $50.95 $1.22 Million - $1.41 Million	27,747 New	27,747 $1.41 Billion

Others Institutions Holding PWV

# of Institutions

163

Shares Held

11M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PWV
Sector ETFs
Industry ETFs

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Philip James Wealth Mangement, LLC Invesco Exchange Traded Fd Tr Transaction History