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

Connecticut Wealth Management, LLC

$2.06 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PHDG

# of Institutions

51

Shares Held

2.19M

Call Options Held

0

Put Options Held

0

First Premier Bank

352K
Shares

$13.5 Million
3.35% of portfolio
Asset Allocation Strategies LLC Farmington, MI

314K
Shares

$12.1 Million
3.41% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.14 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.47 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

112K
Shares

$4.3 Million
0.52% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
Sector ETFs
Industry ETFs

More about PHDG

Track This Portfolio

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.