Beta Wealth Group, Inc. Invesco Actively Mngd ETF Tr S Transaction History

Beta Wealth Group, Inc.

  • $203 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$32.2 - $33.82 $11,817 - $12,411
367 Added 0.9%
41,322 $1.38 Million
Q1 2023

May 09, 2023
SELL
$31.77 - $34.26 $1.29 Million - $1.39 Million
-40,468 Reduced 49.7%
40,955 $1.35 Million
Q4 2022

Feb 10, 2023
BUY
$31.72 - $35.55 $59,221 - $66,371
1,867 Added 2.35%
81,423 $2.63 Million
Q3 2022

Nov 01, 2022
SELL
$32.45 - $36.32 $349,616 - $391,311
-10,774 Reduced 11.93%
79,556 $2.71 Million
Q2 2022

Aug 05, 2022
SELL
$32.43 - $36.31 $103,516 - $115,901
-3,192 Reduced 3.41%
90,330 $2.95 Million
Q1 2022

May 12, 2022
SELL
$35.76 - $38.2 $291,908 - $311,826
-8,163 Reduced 8.03%
93,522 $3.38 Million
Q3 2021

Nov 12, 2021
SELL
$35.35 - $37.03 $13,963 - $14,626
-395 Reduced 0.39%
101,685 $3.63 Million
Q2 2021

Aug 16, 2021
BUY
$33.9 - $35.87 $134,684 - $142,511
3,973 Added 4.05%
102,080 $3.63 Million
Q1 2021

May 11, 2021
BUY
$32.94 - $34.84 $346,594 - $366,586
10,522 Added 12.01%
98,107 $3.31 Million
Q4 2020

Mar 18, 2021
BUY
$31.9 - $33.83 $2.79 Million - $2.96 Million
87,585 New
87,585 $2.9 Million

Others Institutions Holding PHDG

# of Institutions
51
Shares Held
2.19M
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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