A detailed history of Golden State Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 291 shares of PHO stock, worth $20,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares
291
Previous 318 8.49%
Holding current value
$20,806
Previous $22.2 Million 5.6%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$69.62 - $73.99 $1,879 - $1,997
-27 Reduced 8.49%
291 $21 Million
Q2 2025

Aug 06, 2025

BUY
$58.13 - $69.92 $4,069 - $4,894
70 Added 28.23%
318 $22.2 Million
Q1 2025

Apr 24, 2025

SELL
$63.77 - $68.75 $15,814 - $17,050
-248 Reduced 50.0%
248 $16 Million
Q1 2025

Apr 23, 2025

BUY
$63.77 - $68.75 $15,814 - $17,050
248 Added 100.0%
496 $32,000
Q4 2024

Jan 28, 2025

BUY
$65.79 - $72.14 $16,315 - $17,890
248 New
248 $16.3 Million

Others Institutions Holding PHO

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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