Wealthfront Advisers LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthfront Advisers LLC

  • $34 Billion
  • Q4 2024

A detailed history of Wealthfront Advisers LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthfront Advisers LLC holds 5,940 shares of PHO stock, worth $369,705. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,940
Previous 5,912 0.47%
Holding current value
$369,705
Previous $388,000 0.52%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 01, 2025
BUY
$65.79 - $72.14 $1,842 - $2,019
28 Added 0.47%
5,940 $390,000
Q4 2024

Feb 07, 2025
BUY
$65.79 - $72.14 $36,118 - $39,604
549 Added 10.24%
5,912 $388,000
Q3 2024

Nov 12, 2024
BUY
$63.82 - $70.54 $27,442 - $30,332
430 Added 8.72%
5,363 $378,000
Q2 2024

Aug 14, 2024
BUY
$63.04 - $68.93 $43,182 - $47,217
685 Added 16.13%
4,933 $320,000
Q1 2024

Apr 19, 2024
BUY
$58.49 - $66.57 $28,309 - $32,219
484 Added 12.86%
4,248 $282,000
Q4 2023

Feb 09, 2024
BUY
$49.77 - $61.28 $187,334 - $230,657
3,764 New
3,764 $229,000
Q2 2023

Aug 07, 2023
SELL
$51.27 - $56.39 $48,603 - $53,457
-948 Reduced 17.38%
4,507 $254,000
Q1 2023

Apr 28, 2023
SELL
$50.61 - $55.5 $30,720 - $33,688
-607 Reduced 10.01%
5,455 $291,000
Q4 2022

Feb 10, 2023
BUY
$45.7 - $53.8 $18,142 - $21,358
397 Added 7.01%
6,062 $312,000
Q3 2022

Nov 14, 2022
BUY
$45.75 - $54.57 $259,173 - $309,139
5,665 New
5,665 $259,000

Others Institutions Holding PHO

# of Institutions
418
Shares Held
13.2M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Wealthfront Advisers LLC Portfolio

Follow Wealthfront Advisers 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 Wealthfront Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthfront Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email