Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 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 15,069 shares of PHO stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,069

Previous 30,000 49.77%

Holding current value

$1.07 Million

Previous $1.94 Million 45.58%

% of portfolio

0.01%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$58.13 - $69.92 $867,939 - $1.04 Million	-14,931 Reduced 49.77%	15,069 $1.05 Million
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

441

Shares Held

13.1M

Call Options Held

7.6K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History