Clearstead Advisors, LLC Invesco Actively Mngd ETF Tr S Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 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 $219,052. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,760
Previous 5,760
-0.0%
Holding current value
$219,052
Previous $215,000
2.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PHDG
# of Institutions
51Shares Held
2.19MCall Options Held
0Put Options Held
0-
First Premier Bank352KShares$13.4 Million3.35% of portfolio
-
Asset Allocation Strategies LLC Farmington, MI314KShares$11.9 Million3.41% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.06 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.43 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA112KShares$4.26 Million0.52% of portfolio