Clearstead Advisors, LLC Invesco Actively Mngd ETF Tr S Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,760 shares of PHDG stock, worth $221,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,760
Previous 5,760 -0.0%
Holding current value
$221,587
Previous $220,000 2.73%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$33.57 - $36.78 $109,236 - $119,682
3,254 Added 129.85%
5,760 $211,000
Q3 2023

Nov 07, 2023
BUY
$31.13 - $34.24 $19,082 - $20,989
613 Added 32.38%
2,506 $78,000
Q2 2023

Aug 07, 2023
BUY
$32.2 - $33.82 $19,931 - $20,934
619 Added 48.59%
1,893 $63,000
Q1 2023

May 09, 2023
BUY
$31.77 - $34.26 $14,518 - $15,656
457 Added 55.94%
1,274 $41,000
Q4 2022

Feb 14, 2023
BUY
$31.72 - $35.55 $25,915 - $29,044
817 New
817 $26,000

Others Institutions Holding PHDG

# of Institutions
52
Shares Held
2.35M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MNGD ETF TR S

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