Valmark Advisers, Inc. Invesco Exchange Traded Fd Tr Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 3,945 shares of PPA stock, worth $450,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,945

Previous 3,256 21.16%

Holding current value

$450,085

Previous $374,000 20.86%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$113.79 - $124.5 $78,401 - $85,780	689 Added 21.16%	3,945 $452,000
Q3 2024 Oct 25, 2024	BUY	$102.05 - $114.97 $1,734 - $1,954	17 Added 0.52%	3,256 $374,000
Q2 2024 Jul 31, 2024	BUY	$98.11 - $105.73 $196 - $211	2 Added 0.06%	3,239 $332,000
Q1 2024 May 03, 2024	BUY	$89.11 - $101.71 $10,247 - $11,696	115 Added 3.68%	3,237 $328,000
Q4 2023 Feb 02, 2024	SELL	$78.19 - $92.18 $3,283 - $3,871	-42 Reduced 1.33%	3,122 $287,000
Q3 2023 Nov 07, 2023	BUY	$79.09 - $85.71 $237 - $257	3 Added 0.09%	3,164 $252,000
Q2 2023 Aug 02, 2023	BUY	$77.66 - $84.47 $155 - $168	2 Added 0.06%	3,161 $267,000
Q1 2023 May 01, 2023	SELL	$76.43 - $82.25 $113,957 - $122,634	-1,491 Reduced 32.06%	3,159 $254,000
Q4 2022 Feb 06, 2023	BUY	$66.43 - $80.22 $66 - $80	1 Added 0.02%	4,650 $364,000
Q3 2022 Nov 02, 2022	BUY	$64.52 - $76.47 $3,742 - $4,435	58 Added 1.26%	4,649 $300,000
Q2 2022 Aug 01, 2022	BUY	$66.31 - $79.27 $304,429 - $363,928	4,591 New	4,591 $322,000

Others Institutions Holding PPA

# of Institutions

412

Shares Held

21.5M

Call Options Held

5.4K

Put Options Held

2.6K

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PPA
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Valmark Advisers, Inc. Invesco Exchange Traded Fd Tr Transaction History