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

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 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 $396,571. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,483
Previous 10,483 -0.0%
Holding current value
$396,571
Previous $392,000 2.04%
% 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 - $35.55 $1.27 Million - $1.42 Million
39,912 New
39,912 $0

Others Institutions Holding PHDG

# of Institutions
51
Shares Held
2.19M
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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

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

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email