Montis Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Montis Financial, LLC holds 3,086 shares of PHO stock, worth $220,649. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,086
Previous 3,084 0.06%
Holding current value
$220,649
Previous $215,000 3.26%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 28, 2025
BUY
$69.62 - $73.99 $139 - $147
2 Added 0.06%
3,086 $222,000
Q2 2025

Jul 17, 2025
SELL
$58.13 - $69.92 $17,264 - $20,766
-297 Reduced 8.78%
3,084 $215,000
Q1 2025

May 02, 2025
SELL
$63.77 - $68.75 $16,580 - $17,875
-260 Reduced 7.14%
3,381 $218,000
Q4 2024

Feb 10, 2025
BUY
$65.79 - $72.14 $239,541 - $262,661
3,641 New
3,641 $239,000

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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