Ae Wealth Management LLC Invesco Actively Mngd ETF Tr S Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Ae Wealth Management LLC holds 210 shares of PHDG stock, worth $7,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares
210
Previous 110 90.91%
Holding current value
$7,956
Previous $3,000 133.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$35.21 - $37.43 $3,521 - $3,743
100 Added 90.91%
210 $7,000
Q2 2025

Aug 06, 2025
BUY
$33.15 - $36.46 $795 - $875
24 Added 27.91%
110 $3,000
Q1 2025

May 06, 2025
BUY
$36.16 - $38.77 $36 - $38
1 Added 1.18%
86 $3,000
Q4 2024

Feb 13, 2025
BUY
$37.25 - $39.23 $3,166 - $3,334
85 New
85 $3,000
Q4 2022

Jan 31, 2023
BUY
$31.72 - $35.55 $425,650 - $477,045
13,419 New
13,419 $433,000

Others Institutions Holding PHDG

# of Institutions
52
Shares Held
1.8M
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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