A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 111,890 shares of PHDG stock, worth $4.25 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
111,890
Previous 107,221 4.35%
Holding current value
$4.25 Million
Previous $4.01 Billion 6.59%
% of portfolio
0.52%
Previous 2.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$36.86 - $39.26 $172,099 - $183,304
4,669 Added 4.35%
111,890 $4.28 Billion
Q2 2024

Jul 23, 2024

BUY
$35.07 - $37.73 $122,604 - $131,904
3,496 Added 3.37%
107,221 $4.01 Billion
Q1 2024

Apr 29, 2024

BUY
$33.57 - $36.78 $380,851 - $417,269
11,345 Added 12.28%
103,725 $3.82 Billion
Q4 2023

Jan 29, 2024

BUY
$31.07 - $34.25 $2.87 Million - $3.16 Million
92,380 New
92,380 $3.16 Billion

Others Institutions Holding PHDG

About INVESCO ACTIVELY MNGD ETF TR S


  • Ticker PHDG
  • Sector ETFs
  • Industry ETFs
More about PHDG
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.