Aptus Capital Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Aptus Capital Advisors, LLC

  • $8.97 Billion
  • Q1 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 2,095 shares of PHO stock, worth $135,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,095
Previous 1,920 9.11%
Holding current value
$135,693
Previous $126,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$63.77 - $68.75 $11,159 - $12,031
175 Added 9.11%
2,095 $135,000
Q3 2024

Nov 05, 2024
SELL
$63.82 - $70.54 $11,168 - $12,344
-175 Reduced 8.35%
1,920 $135,000
Q2 2024

Jul 31, 2024
SELL
$63.04 - $68.93 $4,728 - $5,169
-75 Reduced 3.46%
2,095 $135,000
Q4 2023

Feb 13, 2024
SELL
$49.77 - $61.28 $15,279 - $18,812
-307 Reduced 12.39%
2,170 $132,000
Q3 2023

Nov 08, 2023
BUY
$52.79 - $58.32 $54,901 - $60,652
1,040 Added 72.37%
2,477 $131,000
Q2 2023

Aug 11, 2023
BUY
$51.27 - $56.39 $40,298 - $44,322
786 Added 120.74%
1,437 $81,000
Q1 2023

May 09, 2023
SELL
$50.61 - $55.5 $20,395 - $22,366
-403 Reduced 38.24%
651 $34,000
Q4 2022

Feb 13, 2023
BUY
$45.7 - $53.8 $45 - $53
1 Added 0.09%
1,054 $54,000
Q3 2022

Nov 02, 2022
BUY
$45.75 - $54.57 $44,743 - $53,369
978 Added 1304.0%
1,053 $48,000
Q3 2021

Oct 27, 2021
BUY
$53.8 - $59.62 $4,035 - $4,471
75 New
75 $4,000

Others Institutions Holding PHO

# of Institutions
415
Shares Held
13.2M
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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