Philip James Wealth Mangement, LLC Invesco Actively Mngd ETF Tr S Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

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 8,287 shares of PHDG stock, worth $315,817. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,287
Previous 115,151 92.8%
Holding current value
$315,817
Previous $4.06 Billion 92.4%
% of portfolio
0.04%
Previous 0.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$35.21 - $37.43 $3.76 Million - $4 Million
-106,864 Reduced 92.8%
8,287 $309 Million
Q2 2025

Jul 18, 2025
BUY
$33.15 - $36.46 $3,878 - $4,265
117 Added 0.1%
115,151 $4.06 Billion
Q1 2025

Apr 24, 2025
BUY
$36.16 - $38.77 $93,582 - $100,336
2,588 Added 2.3%
115,034 $4.2 Billion
Q4 2024

Jan 31, 2025
BUY
$37.25 - $39.23 $20,711 - $21,811
556 Added 0.5%
112,446 $4.19 Billion
Q3 2024

Oct 31, 2024
BUY
$36.86 - $39.26 $172,099 - $183,304
4,669 Added 4.35%
111,890 $4.28 Billion
Q2 2024

Jul 23, 2024
BUY
$35.07 - $37.73 $122,604 - $131,904
3,496 Added 3.37%
107,221 $4.01 Billion
Q1 2024

Apr 29, 2024
BUY
$33.57 - $36.78 $380,851 - $417,269
11,345 Added 12.28%
103,725 $3.82 Billion
Q4 2023

Jan 29, 2024
BUY
$31.07 - $34.25 $2.87 Million - $3.16 Million
92,380 New
92,380 $3.16 Billion

Others Institutions Holding PHDG

# of Institutions
52
Shares Held
1.92M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MNGD ETF TR S

PHDG Quotes by TradingView
  • Ticker PHDG
  • Sector ETFs
  • Industry ETFs
More about PHDG
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