Blue Rock Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 4,700 shares of PHO stock, worth $336,003. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,700
Previous 3,700 27.03%
Holding current value
$336,003
Previous $243 Million 24.57%
% of portfolio
0.26%
Previous 0.26%

Shares

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

May 20, 2025
BUY
$63.77 - $68.75 $63,770 - $68,750
1,000 Added 27.03%
4,700 $303 Million
Q4 2024

Feb 14, 2025
BUY
$65.79 - $72.14 $243,423 - $266,918
3,700 New
3,700 $243 Million

Others Institutions Holding PHO

# of Institutions
437
Shares Held
13.4M
Call Options Held
32.8K
Put Options Held
50.2K
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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