Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial, LLC holds 2,620 shares of PWB stock, worth $329,281. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,620
Previous 2,524 3.8%
Holding current value
$329,281
Previous $296,000 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$115.87 - $125.42 $11,123 - $12,040
96 Added 3.8%
2,620 $328,000
Q2 2025

Aug 13, 2025
SELL
$86.24 - $117.44 $169,202 - $230,417
-1,962 Reduced 43.74%
2,524 $296,000
Q1 2025

May 14, 2025
SELL
$94.5 - $110.71 $17,577 - $20,592
-186 Reduced 3.98%
4,486 $430,000
Q4 2024

Feb 12, 2025
BUY
$98.04 - $108.11 $15,098 - $16,648
154 Added 3.41%
4,672 $475,000
Q3 2024

Nov 12, 2024
BUY
$86.85 - $98.91 $61,750 - $70,325
711 Added 18.68%
4,518 $445,000
Q2 2024

Jul 31, 2024
BUY
$83.83 - $94.82 $52,309 - $59,167
624 Added 19.6%
3,807 $359,000
Q1 2024

Apr 24, 2024
BUY
$75.84 - $90.45 $241,398 - $287,902
3,183 New
3,183 $284,000

Others Institutions Holding PWB

# of Institutions
213
Shares Held
7.6M
Call Options Held
5.89K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PWB Quotes by TradingView
  • Ticker PWB
  • Sector ETFs
  • Industry ETFs
More about PWB
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