Concentric Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 11,253 shares of PHO stock, worth $749,449. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,253
Previous 11,275
0.2%
Holding current value
$749,449
Previous $731,000
8.48%
% of portfolio
0.17%
Previous 0.19%
Shares
18 transactions
Others Institutions Holding PHO
# of Institutions
422Shares Held
12.5MCall Options Held
46.3KPut Options Held
25.1K-
Bank Of America Corp Charlotte, NC1.63MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.36MShares$90.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$45.3 Million0.02% of portfolio
-
Ubs Group Ag652KShares$43.4 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6502KShares$33.4 Million0.06% of portfolio