Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 29,986 shares of PHO stock, worth $2.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,986
Previous 30,126 0.46%
Holding current value
$2.02 Million
Previous $2.13 Million 7.2%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$65.79 - $72.14 $9,210 - $10,099
-140 Reduced 0.46%
29,986 $1.97 Million
Q3 2024

Nov 12, 2024
BUY
$63.82 - $70.54 $1.92 Million - $2.13 Million
30,126 New
30,126 $2.13 Million

Others Institutions Holding PHO

# of Institutions
421
Shares Held
13.1M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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