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 $4.05 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
107,221
Previous 103,725 3.37%
Holding current value
$4.05 Million
Previous $3.82 Billion 5.14%
% of portfolio
2.67%
Previous 2.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2.38M
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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