Soa Wealth Advisors, Llc. Invesco ETF Tr Invesco Msci Su Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco ETF Tr Invesco Msci Su stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 370 shares of ERTH stock, worth $15,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares

370

Previous 370 -0.0%

Holding current value

$15,225

Previous $14,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$39.55 - $45.17 $39 - $45	1 Added 0.27%	370 $16,000
Q2 2024 Jul 17, 2024	BUY	$38.9 - $42.73 $77 - $85	2 Added 0.54%	369 $14,000
Q3 2023 Oct 10, 2023	BUY	$43.61 - $52.73 $87 - $105	2 Added 0.55%	367 $16,000
Q2 2023 Jul 07, 2023	BUY	$45.26 - $49.85 $45 - $49	1 Added 0.27%	365 $17,000
Q1 2023 Apr 28, 2023	BUY	$45.98 - $53.83 $45 - $53	1 Added 0.28%	364 $17,000
Q3 2022 Oct 07, 2022	BUY	$48.65 - $60.53 $194 - $242	4 Added 1.11%	363 $17,000
Q4 2021 Jan 13, 2022	BUY	$62.05 - $73.54 $62 - $73	1 Added 0.28%	359 $23,000
Q3 2021 Oct 12, 2021	BUY	$63.2 - $69.06 $2,844 - $3,107	45 Added 14.38%	358 $22,000
Q2 2021 Jul 14, 2021	BUY	$66.29 - $77.63 $20,748 - $24,298	313 New	313 $21,000
Q1 2021 Apr 26, 2021	SELL	$72.05 - $82.78 $22,479 - $25,827	-312 Closed	0 $0
Q4 2020 Mar 10, 2021	BUY	$58.36 - $75.13 $18,208 - $23,440	312 New	312 $25,000

Others Institutions Holding ERTH

# of Institutions

101

Shares Held

863K

Call Options Held

Put Options Held

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About INVESCO ETF TR INVESCO MSCI SU

Ticker ERTH
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Invesco ETF Tr Invesco Msci Su Transaction History