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 $1.94 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,000

Previous 29,986 0.05%

Holding current value

$1.94 Million

Previous $1.97 Million 1.88%

% of portfolio

0.02%

Previous 0.03%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

417

Shares Held

13.6M

Call Options Held

32.7K

Put Options Held

47.1K

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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

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

Account

Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History