Geneos Wealth Management Inc. Invesco Actively Mngd ETF Tr S Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 31,578 shares of PHDG stock, worth $1.19 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,578
Previous 28,218 11.91%
Holding current value
$1.19 Million
Previous $965,000 20.31%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$33.57 - $36.78 $112,795 - $123,580
3,360 Added 11.91%
31,578 $1.16 Million
Q4 2023

Jan 26, 2024
BUY
$31.07 - $34.25 $876,733 - $966,466
28,218 New
28,218 $965,000
Q4 2020

May 19, 2021
SELL
$31.9 - $33.83 $16,747 - $17,760
-525 Closed
0 $0
Q2 2020

Sep 07, 2021
BUY
$28.31 - $31.89 $14,862 - $16,742
525 New
525 $16,000

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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