Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,774 shares of PKB stock, worth $321,003. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,774

Previous 4,774 -0.0%

Holding current value

$321,003

Previous $361,000 -0.0%

% of portfolio

0.07%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$75.72 - $88.37 $27,107 - $31,636	-358 Reduced 6.98%	4,774 $361,000
Q3 2024 Oct 08, 2024	BUY	$66.28 - $79.78 $265 - $319	4 Added 0.08%	5,132 $408,000
Q2 2024 Jul 17, 2024	SELL	$67.16 - $74.65 $2,686 - $2,986	-40 Reduced 0.77%	5,128 $347,000
Q1 2024 Apr 10, 2024	BUY	$60.78 - $74.86 $121 - $149	2 Added 0.04%	5,168 $386,000
Q4 2023 Jan 10, 2024	BUY	$46.69 - $63.57 $186 - $254	4 Added 0.08%	5,166 $326,000
Q3 2023 Oct 10, 2023	BUY	$49.8 - $57.21 $249 - $286	5 Added 0.1%	5,162 $260,000
Q2 2023 Jul 07, 2023	BUY	$43.75 - $54.38 $306 - $380	7 Added 0.14%	5,157 $280,000
Q1 2023 Apr 28, 2023	BUY	$41.1 - $46.96 $67,198 - $76,779	1,635 Added 46.51%	5,150 $236,000
Q4 2022 Jan 10, 2023	SELL	$36.73 - $43.09 $67,656 - $79,371	-1,842 Reduced 34.38%	3,515 $0
Q3 2022 Oct 07, 2022	BUY	$36.54 - $44.28 $475 - $575	13 Added 0.24%	5,357 $199,000
Q2 2022 Jul 13, 2022	BUY	$35.54 - $44.59 $106 - $133	3 Added 0.06%	5,344 $197,000
Q1 2022 Apr 07, 2022	SELL	$42.9 - $54.34 $13,299 - $16,845	-310 Reduced 5.49%	5,341 $229,000
Q4 2021 Jan 13, 2022	BUY	$47.61 - $54.6 $54,370 - $62,353	1,142 Added 25.33%	5,651 $306,000
Q3 2021 Oct 12, 2021	BUY	$47.06 - $51.81 $45,789 - $50,411	973 Added 27.52%	4,509 $213,000
Q2 2021 Jul 14, 2021	BUY	$47.39 - $54.37 $2,274 - $2,609	48 Added 1.38%	3,536 $175,000
Q1 2021 Apr 26, 2021	BUY	$40.46 - $49.25 $19,987 - $24,329	494 Added 16.5%	3,488 $171,000
Q4 2020 Mar 10, 2021	BUY	$35.47 - $41.78 $106,197 - $125,089	2,994 New	2,994 $138,000

Others Institutions Holding PKB

# of Institutions

100

Shares Held

3.36M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PKB
Sector ETFs
Industry ETFs

More about PKB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History