Ci Private Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 18,692 shares of PHO stock, worth $1.34 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,692
Previous 19,918 6.16%
Holding current value
$1.34 Million
Previous $1.39 Million 3.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$69.62 - $73.99 $85,354 - $90,711
-1,226 Reduced 6.16%
18,692 $1.35 Million
Q2 2025

Sep 26, 2025
SELL
$58.13 - $69.92 $71,616 - $86,141
-1,232 Reduced 5.83%
19,918 $1.39 Million
Q2 2025

Aug 15, 2025
BUY
$58.13 - $69.92 $46,038 - $55,376
792 Added 3.89%
21,150 $1.48 Million
Q1 2025

May 14, 2025
SELL
$63.77 - $68.75 $31,693 - $34,168
-497 Reduced 2.38%
20,358 $1.31 Million
Q4 2024

Feb 10, 2025
BUY
$65.79 - $72.14 $54,934 - $60,236
835 Added 4.17%
20,855 $1.37 Million
Q3 2024

Nov 12, 2024
SELL
$63.82 - $70.54 $75,562 - $83,519
-1,184 Reduced 5.58%
20,020 $1.41 Million
Q2 2024

Aug 13, 2024
SELL
$63.04 - $68.93 $4,854 - $5,307
-77 Reduced 0.36%
21,204 $1.38 Million
Q1 2024

May 09, 2024
SELL
$58.49 - $66.57 $51,471 - $58,581
-880 Reduced 3.97%
21,281 $1.42 Million
Q4 2023

Feb 09, 2024
BUY
$49.77 - $61.28 $270,599 - $333,179
5,437 Added 32.51%
22,161 $1.35 Million
Q3 2023

Nov 03, 2023
BUY
$52.79 - $58.32 $314,100 - $347,004
5,950 Added 55.23%
16,724 $889,000
Q2 2023

Aug 10, 2023
BUY
$51.27 - $56.39 $62,241 - $68,457
1,214 Added 12.7%
10,774 $607,000
Q1 2023

May 15, 2023
BUY
$50.61 - $55.5 $483,831 - $530,580
9,560 New
9,560 $510,000

Others Institutions Holding PHO

# of Institutions
433
Shares Held
13.2M
Call Options Held
5.1K
Put Options Held
8.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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