Icon Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 12,320 shares of PHO stock, worth $816,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,320
Previous 1,703 623.43%
Holding current value
$816,200
Previous $110,000 690.0%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$63.82 - $70.54 $677,576 - $748,923
-10,617 Reduced 86.18%
1,703 $120,000
Q3 2024

Nov 12, 2024
BUY
$63.82 - $70.54 $677,576 - $748,923
10,617 Added 623.43%
12,320 $869,000
Q4 2023

Feb 14, 2024
BUY
$49.77 - $61.28 $84,758 - $104,359
1,703 New
1,703 $103,000

Others Institutions Holding PHO

# of Institutions
422
Shares Held
12.5M
Call Options Held
46.3K
Put Options Held
25.1K
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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email