Mc Clarren Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 755 shares of PHO stock, worth $51,657. This represents 0.14% of its overall portfolio holdings.

Number of Shares

755

Previous 676 11.69%

Holding current value

$51,657

Previous $146,000 66.44%

% of portfolio

0.14%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$65.79 - $72.14 $5,197 - $5,699	79 Added 11.69%	755 $49,000
Q3 2024 Oct 18, 2024	BUY	$63.82 - $70.54 $34,909 - $38,585	547 Added 424.03%	676 $146,000
Q2 2024 Jul 26, 2024	SELL	$63.04 - $68.93 $61,337 - $67,068	-973 Reduced 88.29%	129 $71,000
Q1 2024 Jul 26, 2024	BUY	$58.49 - $66.57 $56,618 - $64,439	968 Added 722.39%	1,102 $74,000
Q1 2024 May 03, 2024	SELL	$58.49 - $66.57 $56,501 - $64,306	-966 Reduced 87.82%	134 $74,000
Q4 2023 Feb 02, 2024	BUY	$49.77 - $61.28 $149 - $183	3 Added 0.27%	1,100 $67,000
Q2 2023 Aug 04, 2023	BUY	$51.27 - $56.39 $153 - $169	3 Added 0.27%	1,097 $61,000
Q1 2023 May 05, 2023	BUY	$50.61 - $55.5 $50 - $55	1 Added 0.09%	1,094 $57,000
Q4 2022 Jan 30, 2023	BUY	$45.7 - $53.8 $137 - $161	3 Added 0.28%	1,093 $56,000
Q3 2022 Oct 31, 2022	BUY	$45.75 - $54.57 $49,867 - $59,481	1,090 New	1,090 $49,000

Others Institutions Holding PHO

# of Institutions

417

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Mc Clarren Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History