Foundations Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,298 shares of PHO stock, worth $570,155. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,298
Previous 11,622 28.6%
Holding current value
$570,155
Previous $754,000 22.41%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$63.82 - $70.54 $212,137 - $234,474
-3,324 Reduced 28.6%
8,298 $585,000
Q2 2024

Aug 02, 2024
SELL
$63.04 - $68.93 $49,234 - $53,834
-781 Reduced 6.3%
11,622 $754,000
Q1 2024

May 13, 2024
BUY
$58.49 - $66.57 $725,451 - $825,667
12,403 New
12,403 $825,000

Others Institutions Holding PHO

# of Institutions
407
Shares Held
12.4M
Call Options Held
19.8K
Put Options Held
14.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email