Philip James Wealth Mangement, LLC Invesco Actively Mngd ETF Tr S Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 107,221 shares of PHDG stock, worth $4.06 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
107,221
Previous 103,725
3.37%
Holding current value
$4.06 Million
Previous $3.82 Billion
5.14%
% of portfolio
2.67%
Previous 2.7%
Shares
3 transactions
Others Institutions Holding PHDG
# of Institutions
52Shares Held
2.38MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI388KShares$14.7 Million4.88% of portfolio
-
First Premier Bank354KShares$13.4 Million3.54% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.03 Million0.31% of portfolio
-
Financial Enhancement Group LLC Anderson, IN196KShares$7.44 Million1.2% of portfolio
-
January Capital Advisors LLC116KShares$4.41 Million3.38% of portfolio