Gitterman Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Gitterman Wealth Management, LLC

  • $374 Million
  • Q3 2025

A detailed history of Gitterman Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 368,922 shares of PHO stock, worth $26.4 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
368,922
Previous 369,969 0.28%
Holding current value
$26.4 Million
Previous $25.9 Million 2.85%
% of portfolio
7.12%
Previous 7.01%

Shares

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

Nov 04, 2025
SELL
$69.62 - $73.99 $72,892 - $77,467
-1,047 Reduced 0.28%
368,922 $26.6 Million
Q2 2025

Aug 12, 2025
BUY
$58.13 - $69.92 $380,518 - $457,696
6,546 Added 1.8%
369,969 $25.9 Million
Q1 2025

May 14, 2025
BUY
$63.77 - $68.75 $23.2 Million - $25 Million
363,423 New
363,423 $23.4 Million

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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