Connecticut Wealth Management, LLC Invesco Actively Mngd ETF Tr S Transaction History

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 10,483 shares of PHDG stock, worth $395,418. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,483
Previous 10,483 -0.0%
Holding current value
$395,418
Previous $358,000 7.54%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$31.13 - $34.24 $513,520 - $564,823
-16,496 Reduced 61.14%
10,483 $326,000
Q2 2023

Jul 25, 2023
SELL
$32.2 - $33.82 $416,442 - $437,394
-12,933 Reduced 32.4%
26,979 $898,000
Q4 2022

Jan 17, 2023
BUY
$31.72 - $35.06 $1.27 Million - $1.4 Million
39,912 New
39,912 $0

Others Institutions Holding PHDG

# of Institutions
49
Shares Held
2.25M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MNGD ETF TR S

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