Fsm Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,389 shares of PHO stock, worth $742,813. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,389
Previous 10,377
0.12%
Holding current value
$742,813
Previous $725,000
3.31%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding PHO
# of Institutions
432Shares Held
13.1MCall Options Held
5.1KPut Options Held
8.8K-
Bank Of America Corp Charlotte, NC1.64MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.44MShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC908KShares$64.9 Million0.02% of portfolio
-
1832 Asset Management L.P. Toronto, A6516KShares$36.9 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL447KShares$32 Million0.01% of portfolio