Philip James Wealth Mangement, LLC Invesco Actively Mngd ETF Tr S Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 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 111,890 shares of PHDG stock, worth $4.3 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
111,890
Previous 107,221
4.35%
Holding current value
$4.3 Million
Previous $4.01 Billion
6.59%
% of portfolio
0.52%
Previous 2.67%
Shares
4 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.19MCall Options Held
0Put Options Held
0-
First Premier Bank352KShares$13.5 Million3.35% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$12.1 Million3.41% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.14 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.47 Million3.38% of portfolio
-
Patten Group, Inc.107KShares$4.1 Million0.93% of portfolio