Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,050 shares of PWB stock, worth $889,525. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,050
Previous 8,986 10.42%
Holding current value
$889,525
Previous $886,000 7.56%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$98.04 - $108.11 $91,765 - $101,190
-936 Reduced 10.42%
8,050 $819,000
Q1 2024

May 15, 2024
BUY
$75.84 - $90.45 $681,498 - $812,783
8,986 New
8,986 $802,000

Others Institutions Holding PWB

# of Institutions
181
Shares Held
6.23M
Call Options Held
0
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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email