Cary Street Partners Investment Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$52.79 - $58.32 $11,877 - $13,122	-225 Reduced 13.31%	1,466 $77,000
Q2 2023 Aug 10, 2023	BUY	$51.27 - $56.39 $86,697 - $95,355	1,691 New	1,691 $95,000

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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