Ci Private Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Ci Private Wealth, LLC

  • $63.6 Billion
  • Q1 2024

A detailed history of Ci Private Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 21,281 shares of PHO stock, worth $1.38 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,281
Previous 22,161 3.97%
Holding current value
$1.38 Million
Previous $1.35 Million 5.04%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$58.49 - $66.57 $51,471 - $58,581
-880 Reduced 3.97%
21,281 $1.42 Million
Q4 2023

Feb 09, 2024
BUY
$49.77 - $61.28 $270,599 - $333,179
5,437 Added 32.51%
22,161 $1.35 Million
Q3 2023

Nov 03, 2023
BUY
$52.79 - $58.32 $314,100 - $347,004
5,950 Added 55.23%
16,724 $889,000
Q2 2023

Aug 10, 2023
BUY
$51.27 - $56.39 $62,241 - $68,457
1,214 Added 12.7%
10,774 $607,000
Q1 2023

May 15, 2023
BUY
$50.61 - $55.5 $483,831 - $530,580
9,560 New
9,560 $510,000

Others Institutions Holding PHO

# of Institutions
383
Shares Held
12.1M
Call Options Held
14.8K
Put Options Held
9.9K
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 Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email