Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

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 30,000 shares of PHO stock, worth $2.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,000
Previous 29,986 0.05%
Holding current value
$2.14 Million
Previous $1.97 Million 1.88%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$63.77 - $68.75 $892 - $962
14 Added 0.05%
30,000 $1.94 Million
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
437
Shares Held
13.4M
Call Options Held
32.8K
Put Options Held
50.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email