A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,251 shares of PHO stock, worth $549,516. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,251
Previous 8,100 1.86%
Holding current value
$549,516
Previous $525,000 10.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$63.82 - $70.54 $9,636 - $10,651
151 Added 1.86%
8,251 $582,000
Q2 2024

Aug 14, 2024

BUY
$63.04 - $68.93 $22,064 - $24,125
350 Added 4.52%
8,100 $525,000
Q1 2024

May 15, 2024

BUY
$58.49 - $66.57 $4,269 - $4,859
73 Added 0.95%
7,750 $515,000
Q4 2023

Feb 14, 2024

SELL
$49.77 - $61.28 $9,904 - $12,194
-199 Reduced 2.53%
7,677 $467,000
Q3 2023

Nov 14, 2023

SELL
$52.79 - $58.32 $52 - $58
-1 Reduced 0.01%
7,876 $418,000
Q2 2023

Aug 14, 2023

BUY
$51.27 - $56.39 $16,765 - $18,439
327 Added 4.33%
7,877 $444,000
Q1 2023

May 15, 2023

BUY
$50.61 - $55.5 $101 - $111
2 Added 0.03%
7,550 $402,000
Q4 2022

Feb 14, 2023

SELL
$45.7 - $53.8 $53,560 - $63,053
-1,172 Reduced 13.44%
7,548 $389,000
Q3 2022

Nov 22, 2022

BUY
$45.75 - $54.57 $18,071 - $21,555
395 Added 4.74%
8,720 $399,000
Q2 2022

Aug 15, 2022

BUY
$43.41 - $53.73 $15,671 - $19,396
361 Added 4.53%
8,325 $385,000
Q1 2022

May 16, 2022

BUY
$49.6 - $59.81 $31,347 - $37,799
632 Added 8.62%
7,964 $422,000
Q4 2021

Feb 14, 2022

BUY
$54.71 - $60.84 $25,440 - $28,290
465 Added 6.77%
7,332 $446,000
Q3 2021

Nov 15, 2021

BUY
$53.8 - $59.62 $369,444 - $409,410
6,867 New
6,867 $376,000

Others Institutions Holding PHO

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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