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

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,933 shares of PHDG stock, worth $73,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,933
Previous 1,873 3.2%
Holding current value
$73,511
Previous $70,000 4.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$36.86 - $39.26 $2,211 - $2,355
60 Added 3.2%
1,933 $73,000
Q2 2024

Aug 12, 2024
BUY
$35.07 - $37.73 $3,121 - $3,357
89 Added 4.99%
1,873 $70,000
Q1 2024

May 15, 2024
SELL
$33.57 - $36.78 $59,888 - $65,615
-1,784 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$33.57 - $36.78 $33 - $36
-1 Reduced 0.06%
1,784 $65,000
Q4 2023

Feb 13, 2024
SELL
$31.07 - $34.25 $103,307 - $113,881
-3,325 Reduced 65.07%
1,785 $61,000
Q3 2023

Nov 13, 2023
SELL
$31.13 - $34.24 $19,736 - $21,708
-634 Reduced 11.04%
5,110 $159,000
Q2 2023

Aug 10, 2023
BUY
$32.2 - $33.82 $547 - $574
17 Added 0.3%
5,744 $191,000
Q1 2023

May 12, 2023
SELL
$31.77 - $34.26 $8,037 - $8,667
-253 Reduced 4.23%
5,727 $188,000
Q4 2022

Feb 13, 2023
SELL
$31.72 - $35.55 $70,735 - $79,276
-2,230 Reduced 27.16%
5,980 $193,000
Q3 2022

Nov 14, 2022
BUY
$32.45 - $36.32 $266,414 - $298,187
8,210 New
8,210 $277,000

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
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