Baron Silver Stevens Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$45.75 - $49.43 $1,509 - $1,631	-33 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$39.82 - $46.45 $1,314 - $1,532	33 New	33 $1,000

Others Institutions Holding PHO

# of Institutions

422

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

Bank Of America Corp Charlotte, NC

1.63M
Shares

$108 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.36M
Shares

$90.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

681K
Shares

$45.3 Million
0.02% of portfolio
Ubs Group Ag

652K
Shares

$43.4 Million
0.01% of portfolio
1832 Asset Management L.P. Toronto, A6

502K
Shares

$33.4 Million
0.06% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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