Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 13,977 shares of PBW stock, worth $239,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,977

Previous 13,658 2.34%

Holding current value

$239,845

Previous $273,000 2.2%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$19.01 - $21.64 $6,064 - $6,903	319 Added 2.34%	13,977 $279,000
Q3 2024 Oct 23, 2024	BUY	$17.77 - $23.99 $15,761 - $21,279	887 Added 6.95%	13,658 $273,000
Q2 2024 Jul 16, 2024	SELL	$19.21 - $23.08 $29,199 - $35,081	-1,520 Reduced 10.64%	12,771 $257,000
Q1 2024 Apr 15, 2024	SELL	$21.3 - $28.9 $37,296 - $50,603	-1,751 Reduced 10.92%	14,291 $329,000
Q4 2023 Jan 30, 2024	SELL	$24.57 - $30.79 $27,174 - $34,053	-1,106 Reduced 6.45%	16,042 $476,000
Q3 2023 Nov 13, 2023	BUY	$31.15 - $43.7 $534,160 - $749,367	17,148 New	17,148 $538,000

Others Institutions Holding PBW

# of Institutions

149

Shares Held

3.6M

Call Options Held

2.5K

Put Options Held

18.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PBW
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History