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

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,657 shares of PHO stock, worth $649,046. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,657
Previous 8,251 17.04%
Holding current value
$649,046
Previous $582,000 9.11%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$65.79 - $72.14 $92,500 - $101,428
1,406 Added 17.04%
9,657 $635,000
Q3 2024

Nov 14, 2024
BUY
$63.82 - $70.54 $9,636 - $10,651
151 Added 1.86%
8,251 $582,000
Q2 2024

Aug 14, 2024
BUY
$63.04 - $68.93 $22,064 - $24,125
350 Added 4.52%
8,100 $525,000
Q1 2024

May 15, 2024
BUY
$58.49 - $66.57 $4,269 - $4,859
73 Added 0.95%
7,750 $515,000
Q4 2023

Feb 14, 2024
SELL
$49.77 - $61.28 $9,904 - $12,194
-199 Reduced 2.53%
7,677 $467,000
Q3 2023

Nov 14, 2023
SELL
$52.79 - $58.32 $52 - $58
-1 Reduced 0.01%
7,876 $418,000
Q2 2023

Aug 14, 2023
BUY
$51.27 - $56.39 $16,765 - $18,439
327 Added 4.33%
7,877 $444,000
Q1 2023

May 15, 2023
BUY
$50.61 - $55.5 $101 - $111
2 Added 0.03%
7,550 $402,000
Q4 2022

Feb 14, 2023
SELL
$45.7 - $53.8 $53,560 - $63,053
-1,172 Reduced 13.44%
7,548 $389,000
Q3 2022

Nov 22, 2022
BUY
$45.75 - $54.57 $18,071 - $21,555
395 Added 4.74%
8,720 $399,000
Q2 2022

Aug 15, 2022
BUY
$43.41 - $53.73 $15,671 - $19,396
361 Added 4.53%
8,325 $385,000
Q1 2022

May 16, 2022
BUY
$49.6 - $59.81 $31,347 - $37,799
632 Added 8.62%
7,964 $422,000
Q4 2021

Feb 14, 2022
BUY
$54.71 - $60.84 $25,440 - $28,290
465 Added 6.77%
7,332 $446,000
Q3 2021

Nov 15, 2021
BUY
$53.8 - $59.62 $369,444 - $409,410
6,867 New
6,867 $376,000

Others Institutions Holding PHO

# of Institutions
422
Shares Held
13.1M
Call Options Held
64.7K
Put Options Held
34.7K
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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