Invesco Exchange Traded Fd T wilderhil clan shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Invesco Exchange Traded Fd T wilderhil clan
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Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $486k | 21k | 23.05 |
| 2023-12-31 | $734k | 25k | 29.72 |
| 2023-03-31 | $215k | 5.3k | 40.41 |
| 2022-12-31 | $1.5M | 40k | 38.33 |
| 2022-09-30 | $2.0M | 42k | 48.19 |
| 2022-06-30 | $2.2M | 49k | 45.71 |
| 2022-03-31 | $2.8M | 43k | 65.15 |
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