THEORY FINANCIAL LLC
Position in PTF — Invesco Dorsey Wright Technology Momentum ETF
CIK 1899158
FORT COLLINS, CO
All Filings in PTF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 PTF | $4,105,481 | 71,549 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PTF | $4,058,377 | 80,348 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 PTF | $3,473,837 | 78,647 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 PTF | $1,390,490 | 28,333 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 PTF | $1,238,898 | 28,426 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 PTF | $1,017,160 | 26,909 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||