Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 211 shares of PHO stock, worth $14,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares
211
Holding current value
$14,149
% of portfolio
0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$65.79 - $72.14 $13,881 - $15,221
211 New
211 $13,000
Q4 2023

Feb 14, 2024
SELL
$49.77 - $61.28 $36,481 - $44,918
-733 Reduced 17.45%
3,467 $211,000
Q3 2023

Oct 11, 2023
SELL
$52.79 - $58.32 $111,070 - $122,705
-2,104 Reduced 33.38%
4,200 $223,000
Q2 2023

Jul 10, 2023
SELL
$51.27 - $56.39 $256 - $281
-5 Reduced 0.08%
6,304 $355,000
Q1 2023

Apr 14, 2023
BUY
$50.61 - $55.5 $13,310 - $14,596
263 Added 4.35%
6,309 $336,000
Q4 2022

Jan 31, 2023
SELL
$45.7 - $53.8 $65,990 - $77,687
-1,444 Reduced 19.28%
6,046 $311,000
Q3 2022

Oct 25, 2022
BUY
$45.75 - $54.57 $78,781 - $93,969
1,722 Added 29.85%
7,490 $343,000
Q2 2022

Aug 03, 2022
SELL
$43.41 - $53.73 $42,151 - $52,171
-971 Reduced 14.41%
5,768 $267,000
Q1 2022

Apr 18, 2022
SELL
$49.6 - $59.81 $247,950 - $298,990
-4,999 Reduced 42.59%
6,739 $357,000
Q4 2021

Jan 20, 2022
BUY
$54.71 - $60.84 $168,835 - $187,752
3,086 Added 35.67%
11,738 $714,000
Q3 2021

Nov 01, 2021
BUY
$53.8 - $59.62 $223,539 - $247,721
4,155 Added 92.39%
8,652 $473,000
Q2 2021

Jul 21, 2021
BUY
$49.88 - $53.52 $14,564 - $15,627
292 Added 6.94%
4,497 $241,000
Q1 2021

Apr 27, 2021
SELL
$45.75 - $49.43 $1.99 Million - $2.15 Million
-43,402 Reduced 91.17%
4,205 $208,000
Q4 2020

Feb 01, 2021
BUY
$39.82 - $46.45 $515,469 - $601,295
12,945 Added 37.35%
47,607 $2.21 Million
Q3 2020

Nov 06, 2020
BUY
$36.19 - $40.8 $188,875 - $212,935
5,219 Added 17.73%
34,662 $1.38 Million
Q2 2020

Aug 05, 2020
BUY
$29.33 - $38.93 $184,280 - $244,597
6,283 Added 27.13%
29,443 $1.07 Million
Q1 2020

May 07, 2020
BUY
$26.72 - $41.11 $276,445 - $425,324
10,346 Added 80.74%
23,160 $726,000
Q4 2019

Jan 15, 2020
BUY
$34.86 - $38.72 $446,696 - $496,158
12,814 New
12,814 $495,000

Others Institutions Holding PHO

# of Institutions
421
Shares Held
13.1M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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