Alterna Wealth Management, Inc Invesco Exchange Traded Fd Tr Transaction History

Alterna Wealth Management, Inc

  • $116 Million
  • Q3 2025

A detailed history of Alterna Wealth Management, Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 3,388 shares of PHO stock, worth $247,662. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,388
Previous 4,529 25.19%
Holding current value
$247,662
Previous $316,000 22.78%
% of portfolio
0.21%
Previous 0.26%

Shares

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

Oct 17, 2025
SELL
$69.62 - $73.99 $79,436 - $84,422
-1,141 Reduced 25.19%
3,388 $244,000
Q3 2022

Nov 09, 2022
SELL
$45.75 - $54.57 $19,352 - $23,083
-423 Reduced 8.54%
4,529 $207,000
Q2 2022

Aug 12, 2022
BUY
$43.41 - $53.73 $3,212 - $3,976
74 Added 1.52%
4,952 $229,000
Q1 2022

May 12, 2022
BUY
$49.6 - $59.81 $20,980 - $25,299
423 Added 9.49%
4,878 $259,000
Q4 2021

Feb 10, 2022
BUY
$54.71 - $60.84 $243,733 - $271,042
4,455 New
4,455 $271,000

Others Institutions Holding PHO

# of Institutions
443
Shares Held
13.2M
Call Options Held
7.5K
Put Options Held
22K
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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