Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 15,069 shares of PHO stock, worth $1.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,069
Previous 30,000 49.77%
Holding current value
$1.08 Million
Previous $1.94 Million 45.58%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$58.13 - $69.92 $867,939 - $1.04 Million
-14,931 Reduced 49.77%
15,069 $1.05 Million
Q1 2025

May 14, 2025
BUY
$63.77 - $68.75 $892 - $962
14 Added 0.05%
30,000 $1.94 Million
Q4 2024

Feb 11, 2025
SELL
$65.79 - $72.14 $9,210 - $10,099
-140 Reduced 0.46%
29,986 $1.97 Million
Q3 2024

Nov 12, 2024
BUY
$63.82 - $70.54 $1.92 Million - $2.13 Million
30,126 New
30,126 $2.13 Million

Others Institutions Holding PHO

# of Institutions
432
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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