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

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 9,068 shares of PRF stock, worth $342,407. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,068

Previous 9,024 0.49%

Holding current value

$342,407

Previous $366,000 0.27%

% of portfolio

0.2%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$40.15 - $42.9 $1,766 - $1,887	44 Added 0.49%	9,068 $365,000
Q3 2024 Oct 21, 2024	BUY	$37.33 - $40.63 $1,530 - $1,665	41 Added 0.46%	9,024 $366,000
Q2 2024 Aug 02, 2024	BUY	$36.45 - $38.58 $1,494 - $1,581	41 Added 0.46%	8,983 $340,000
Q1 2024 Apr 24, 2024	BUY	$34.62 - $38.47 $1,315 - $1,461	38 Added 0.43%	8,942 $343,000
Q4 2023 Jan 23, 2024	BUY	$30.37 - $35.31 $1,366 - $1,588	45 Added 0.51%	8,904 $313,000
Q3 2023 Nov 01, 2023	BUY	$31.76 - $166.28 $225,623 - $1.18 Million	7,104 Added 404.79%	8,859 $281,000
Q1 2023 May 02, 2023	BUY	$149.47 - $165.35 $1,345 - $1,488	9 Added 0.52%	1,755 $275,000
Q4 2022 Jan 26, 2023	BUY	$28.1 - $163.61 $252 - $1,472	9 Added 0.52%	1,746 $0
Q3 2022 Oct 26, 2022	BUY	$27.75 - $164.89 $527 - $3,132	19 Added 1.11%	1,737 $248,000
Q2 2022 Jul 15, 2022	BUY	$145.08 - $172.75 $1,015 - $1,209	7 Added 0.41%	1,718 $253,000
Q1 2022 Apr 29, 2022	BUY	$162.0 - $175.48 $1,296 - $1,403	8 Added 0.47%	1,711 $292,000
Q4 2021 Jan 26, 2022	BUY	$159.9 - $171.95 $1,279 - $1,375	8 Added 0.47%	1,703 $294,000
Q3 2021 Oct 25, 2021	BUY	$155.35 - $165.12 $776 - $825	5 Added 0.3%	1,695 $268,000
Q2 2021 Jul 22, 2021	BUY	$152.89 - $163.76 $1,223 - $1,310	8 Added 0.48%	1,690 $271,000
Q1 2021 May 10, 2021	BUY	$131.4 - $153.47 $919 - $1,074	7 Added 0.42%	1,682 $256,000
Q4 2020 Feb 02, 2021	BUY	$112.02 - $133.2 $187,633 - $223,109	1,675 New	1,675 $223,000

Others Institutions Holding PRF

# of Institutions

567

Shares Held

135M

Call Options Held

1.3K

Put Options Held

500

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
Industry ETFs

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