Clearstead Advisors, LLC Invesco Actively Mngd ETF Tr S Transaction History
Clearstead Advisors, LLC
- $2.01 Billion
- Q1 2024
A detailed history of Clearstead Advisors, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,760 shares of PHDG stock, worth $217,267. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,760
Previous 2,506
129.85%
Holding current value
$217,267
Previous $85,000
148.24%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PHDG
# of Institutions
49Shares Held
2.25MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI398KShares$15 Million5.17% of portfolio
-
First Premier Bank369KShares$13.9 Million3.59% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.99 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.39 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA104KShares$3.91 Million2.7% of portfolio