Wharton Business Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Wharton Business Group, LLC

$2.22 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$59.62 - $66.11 $7,750 - $8,594	-130 Reduced 3.47%	3,616 $234,000
Q4 2023 Feb 07, 2024	SELL	$52.52 - $66.71 $31,406 - $39,892	-598 Reduced 13.77%	3,746 $247,000
Q4 2022 Feb 13, 2023	SELL	$59.25 - $68.03 $5,806 - $6,666	-98 Reduced 2.21%	4,344 $276,000
Q3 2021 Nov 09, 2021	SELL	$72.01 - $79.8 $6,912 - $7,660	-96 Reduced 2.12%	4,442 $332,000
Q4 2020 Feb 11, 2021	SELL	$56.43 - $72.81 $10,044 - $12,960	-178 Reduced 3.77%	4,538 $318,000
Q2 2020 Aug 11, 2020	SELL	$44.36 - $58.66 $1,596 - $2,111	-36 Reduced 0.76%	4,716 $275,000
Q1 2020 Apr 27, 2020	SELL	$39.7 - $57.41 $199,532 - $288,542	-5,026 Reduced 51.4%	4,752 $221,000
Q4 2019 Feb 04, 2020	SELL	$46.42 - $56.68 $29,151 - $35,595	-628 Reduced 6.03%	9,778 $546,000
Q2 2018 Aug 09, 2018	BUY	N/A	10,406 New	10,406 $569,000

Others Institutions Holding PBE

# of Institutions

111

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

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