Cassady Schiller Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 377 shares of PHO stock, worth $25,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
377
Previous 377 -0.0%
Holding current value
$25,108
Previous $24,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$63.04 - $68.93 $23,766 - $25,986
377 New
377 $24,000

Others Institutions Holding PHO

# of Institutions
422
Shares Held
12.5M
Call Options Held
46.3K
Put Options Held
25.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email