Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 30,127 shares of PHO stock, worth $2.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

30,127

Previous 41,141 26.77%

Holding current value

$2.15 Million

Previous $2.65 Million 20.65%

% of portfolio

0.05%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.13 - $69.92 $640,243 - $770,098	-11,014 Reduced 26.77%	30,127 $2.11 Million
Q1 2025 May 09, 2025	BUY	$63.77 - $68.75 $218,029 - $235,056	3,419 Added 9.06%	41,141 $2.65 Million
Q4 2024 Jan 31, 2025	BUY	$65.79 - $72.14 $160,922 - $176,454	2,446 Added 6.93%	37,722 $2.48 Million
Q3 2024 Nov 08, 2024	BUY	$63.82 - $70.54 $28,974 - $32,025	454 Added 1.3%	35,276 $2.49 Million
Q2 2024 Jul 22, 2024	SELL	$63.04 - $68.93 $426,276 - $466,104	-6,762 Reduced 16.26%	34,822 $2.26 Million

Q1 2024 May 13, 2024	BUY	$58.49 - $66.57 $70,597 - $80,349	1,207 Added 2.99%	41,584 $2.77 Million
Q4 2023 Feb 02, 2024	BUY	$49.77 - $61.28 $75,401 - $92,839	1,515 Added 3.9%	40,377 $2.46 Million
Q3 2023 Nov 08, 2023	SELL	$52.79 - $58.32 $36,530 - $40,357	-692 Reduced 1.75%	38,862 $2.07 Million
Q2 2023 Aug 03, 2023	BUY	$51.27 - $56.39 $85,159 - $93,663	1,661 Added 4.38%	39,554 $2.23 Million
Q1 2023 Aug 22, 2023	SELL	$50.61 - $55.5 $99,752 - $109,390	-1,971 Reduced 4.98%	37,583 $2.01 Million
Q1 2023 Jun 14, 2023	BUY	$50.61 - $55.5 $15,689 - $17,205	310 Added 0.82%	37,893 $2.02 Million
Q1 2023 May 10, 2023	SELL	$50.61 - $55.5 $15,689 - $17,205	-310 Reduced 0.82%	37,583 $2.01 Million
Q4 2022 Aug 30, 2023	SELL	$45.7 - $53.8 $75,907 - $89,361	-1,661 Reduced 4.2%	37,893 $1.95 Million
Q4 2022 Feb 13, 2023	SELL	$45.7 - $53.8 $69,875 - $82,260	-1,529 Reduced 3.88%	37,893 $1.95 Million
Q3 2022 Feb 13, 2023	SELL	$45.75 - $54.57 $80,977 - $96,588	-1,770 Reduced 4.3%	39,422 $0
Q3 2022 Nov 14, 2022	BUY	$45.75 - $54.57 $18,071 - $21,555	395 Added 0.97%	41,192 $1.9 Million
Q2 2022 Aug 15, 2022	BUY	$43.41 - $53.73 $181,323 - $224,430	4,177 Added 11.41%	40,797 $1.89 Million
Q1 2022 May 16, 2022	BUY	$49.6 - $59.81 $1.82 Million - $2.19 Million	36,620 New	36,620 $1.94 Million

Others Institutions Holding PHO

# of Institutions

433

Shares Held

13.2M

Call Options Held

5.1K

Put Options Held

8.8K

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Atria Wealth Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History