Transamerica Financial Advisors, LLC
Position in PUI — Invesco Dorsey Wright Utilities Momentum ETF
CIK 1502149
CEDAR RAPIDS, IA
All Filings in PUI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 PUI | $10,808 | 264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 PUI | $10,214 | 264 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 PUI | $10,678 | 264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PUI | $9,192 | 264 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 PUI | $8,888 | 264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PUI | $10,402 | 326 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PUI | $9,688 | 326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PUI | $10,568 | 326 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PUI | $15,438 | 465 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PUI | $21,334 | 624 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PUI | $12,533,120 | 391,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PUI | $13,924,621 | 405,021 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 PUI | $7,729 | 264 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||