Clearwater Capital Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearwater Capital Advisors, LLC

$973 Million
Q3 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 4,207 shares of PHO stock, worth $296,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,207

Previous 5,427 22.48%

Holding current value

$296,088

Previous $352,000 15.91%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$63.82 - $70.54 $77,860 - $86,058	-1,220 Reduced 22.48%	4,207 $296,000
Q4 2023 Feb 06, 2024	SELL	$49.77 - $61.28 $11,447 - $14,094	-230 Reduced 4.07%	5,427 $330,000
Q3 2023 Oct 24, 2023	SELL	$52.79 - $58.32 $5,015 - $5,540	-95 Reduced 1.65%	5,657 $300,000
Q3 2022 Nov 01, 2022	SELL	$45.75 - $54.57 $15,463 - $18,444	-338 Reduced 5.55%	5,752 $263,000
Q2 2022 Jul 21, 2022	BUY	$43.41 - $53.73 $9,116 - $11,283	210 Added 3.57%	6,090 $281,000
Q1 2021 Apr 21, 2021	SELL	$45.75 - $49.43 $23,332 - $25,209	-510 Reduced 7.98%	5,880 $290,000
Q2 2020 Jul 30, 2020	BUY	$29.33 - $38.93 $187,418 - $248,762	6,390 New	6,390 $232,000

Others Institutions Holding PHO

# of Institutions

421

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Account

Clearwater Capital Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History