Shepherd Wealth Management LTD Liability CO Invesco Exchange Traded Fd Tr Transaction History
Shepherd Wealth Management LTD Liability CO
- $144 Billion
- Q4 2025
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 198,306 shares of PHO stock, worth $14.2 Million. This represents 27.45% of its overall portfolio holdings.
Number of Shares
198,306Holding current value
$14.2 Million% of portfolio
27.45%Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
431Shares Held
13.5MCall Options Held
5.1KPut Options Held
8.8K-
Bank Of America Corp Charlotte, NC1.64MShares$117 Million0.01% of portfolio
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Morgan Stanley New York, NY1.44MShares$103 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC908KShares$64.9 Million0.02% of portfolio
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1832 Asset Management L.P. Toronto, A6516KShares$36.9 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL447KShares$32 Million0.01% of portfolio