Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 16,058 shares of PHO stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,058

Previous 16,118 0.37%

Holding current value

$1.04 Million

Previous $1.05 Million 8.22%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$63.82 - $70.54 $3,829 - $4,232	-60 Reduced 0.37%	16,058 $1.13 Million
Q2 2024 Jul 31, 2024	SELL	$63.04 - $68.93 $29,817 - $32,603	-473 Reduced 2.85%	16,118 $1.05 Million
Q1 2024 Apr 24, 2024	BUY	$58.49 - $66.57 $17,605 - $20,037	301 Added 1.85%	16,591 $1.1 Million
Q4 2023 Feb 06, 2024	SELL	$49.77 - $61.28 $14,831 - $18,261	-298 Reduced 1.8%	16,290 $991,000
Q3 2023 Nov 08, 2023	BUY	$52.79 - $58.32 $11,138 - $12,305	211 Added 1.29%	16,588 $882,000
Q2 2023 Aug 09, 2023	BUY	$51.27 - $56.39 $51 - $56	1 Added 0.01%	16,377 $923,000
Q1 2023 May 09, 2023	BUY	$50.61 - $55.5 $86,644 - $95,016	1,712 Added 11.67%	16,376 $873,000
Q4 2022 Feb 03, 2023	BUY	$45.7 - $53.8 $137 - $161	3 Added 0.02%	14,664 $756,000
Q3 2022 Nov 07, 2022	SELL	$45.75 - $54.57 $112,087 - $133,696	-2,450 Reduced 14.32%	14,661 $671,000
Q2 2022 Jul 22, 2022	SELL	$43.41 - $53.73 $99,105 - $122,665	-2,283 Reduced 11.77%	17,111 $791,000
Q1 2022 Apr 18, 2022	BUY	$49.6 - $59.81 $5,257 - $6,339	106 Added 0.55%	19,394 $1.03 Million
Q4 2021 Jan 14, 2022	SELL	$54.71 - $60.84 $98,806 - $109,877	-1,806 Reduced 8.56%	19,288 $1.17 Million
Q3 2021 Oct 22, 2021	BUY	$53.8 - $59.62 $22,703 - $25,159	422 Added 2.04%	21,094 $1.15 Million
Q2 2021 Jul 26, 2021	SELL	$49.88 - $53.52 $13,766 - $14,771	-276 Reduced 1.32%	20,672 $1.11 Million
Q1 2021 May 21, 2021	BUY	$45.75 - $49.43 $958,371 - $1.04 Million	20,948 New	20,948 $1.04 Million

Others Institutions Holding PHO

# of Institutions

423

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History