Lyell Wealth Management, LP Invesco Exchange Traded Fd Tr Transaction History
Lyell Wealth Management, LP
- $1.32 Billion
- Q3 2025
A detailed history of Lyell Wealth Management, LP transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 4,318 shares of PHO stock, worth $308,737. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,318
Previous 4,318
-0.0%
Holding current value
$308,737
Previous $301,000
3.32%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
434Shares Held
13.2MCall 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