Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

$457 Million
Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 5,237 shares of PHO stock, worth $336,948. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,237

Previous 5,180 1.1%

Holding current value

$336,948

Previous $365,000 5.75%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$65.79 - $72.14 $3,750 - $4,111	57 Added 1.1%	5,237 $344,000
Q3 2024 Oct 30, 2024	SELL	$63.82 - $70.54 $13,274 - $14,672	-208 Reduced 3.86%	5,180 $365,000
Q2 2024 Jul 25, 2024	SELL	$63.04 - $68.93 $1,197 - $1,309	-19 Reduced 0.35%	5,388 $349,000
Q1 2024 Apr 16, 2024	SELL	$58.49 - $66.57 $29,069 - $33,085	-497 Reduced 8.42%	5,407 $359,000
Q4 2023 Feb 08, 2024	BUY	$49.77 - $61.28 $1,592 - $1,960	32 Added 0.54%	5,904 $359,000
Q3 2023 Oct 16, 2023	SELL	$52.79 - $58.32 $4,170 - $4,607	-79 Reduced 1.33%	5,872 $312,000
Q2 2023 Jul 13, 2023	SELL	$51.27 - $56.39 $110,179 - $121,182	-2,149 Reduced 26.53%	5,951 $335,000
Q1 2023 Apr 19, 2023	BUY	$50.61 - $55.5 $409,941 - $449,550	8,100 New	8,100 $432,000

Others Institutions Holding PHO

# of Institutions

421

Shares Held

13.1M

Call Options Held

64.7K

Put Options Held

34.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

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Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History