Tru Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 4,247 shares of PHO stock, worth $285,440. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,247

Previous 4,103 3.51%

Holding current value

$285,440

Previous $289,000 3.46%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$65.79 - $72.14 $9,473 - $10,388	144 Added 3.51%	4,247 $279,000
Q3 2024 Oct 16, 2024	SELL	$63.82 - $70.54 $16,529 - $18,269	-259 Reduced 5.94%	4,103 $289,000
Q2 2024 Jul 16, 2024	BUY	$63.04 - $68.93 $9,329 - $10,201	148 Added 3.51%	4,362 $283,000
Q1 2024 Apr 15, 2024	BUY	$58.49 - $66.57 $58 - $66	1 Added 0.02%	4,214 $280,000
Q4 2023 Jan 10, 2024	SELL	$49.77 - $61.28 $23,391 - $28,801	-470 Reduced 10.04%	4,213 $256,000
Q3 2023 Oct 10, 2023	BUY	$52.79 - $58.32 $18,423 - $20,353	349 Added 8.05%	4,683 $249,000
Q2 2023 Aug 04, 2023	BUY	$51.27 - $56.39 $19,482 - $21,428	380 Added 9.61%	4,334 $244,000
Q1 2023 Apr 25, 2023	BUY	$50.61 - $55.5 $50 - $55	1 Added 0.03%	3,954 $210,000
Q4 2022 Jan 27, 2023	BUY	$45.7 - $53.8 $180,652 - $212,671	3,953 New	3,953 $0

Others Institutions Holding PHO

# of Institutions

422

Shares Held

13.1M

Call Options Held

64.7K

Put Options Held

34.7K

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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

Tru Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History