Regal Investment Advisors LLC Invesco Actively Mngd ETF Tr S Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	$27.86 - $29.91 $208,002 - $223,308	-7,466 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$27.3 - $28.7 $203,821 - $214,274	7,466 New	7,466 $209,000

Others Institutions Holding PHDG

# of Institutions

52

Shares Held

2.36M

Call Options Held

0

Put Options Held

0

First Premier Bank

349K
Shares

$12.6 Million
3.31% of portfolio
Asset Allocation Strategies LLC Farmington, MI

314K
Shares

$11.4 Million
3.41% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$7.66 Million
0.31% of portfolio
Lpl Financial LLC Fort Mill, SC

162K
Shares

$5.85 Million
0.0% of portfolio
January Capital Advisors LLC

116K
Shares

$4.21 Million
3.38% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
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Industry ETFs

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