A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,474 shares of PHO stock, worth $764,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,474
Previous 12,172 5.73%
Holding current value
$764,168
Previous $790,000 2.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$63.82 - $70.54 $44,546 - $49,236
-698 Reduced 5.73%
11,474 $809,000
Q2 2024

Aug 14, 2024

BUY
$63.04 - $68.93 $121,225 - $132,552
1,923 Added 18.76%
12,172 $790,000
Q1 2024

May 15, 2024

BUY
$58.49 - $66.57 $7,311 - $8,321
125 Added 1.23%
10,249 $682,000
Q4 2023

Feb 13, 2024

SELL
$49.77 - $61.28 $11,148 - $13,726
-224 Reduced 2.16%
10,124 $616,000
Q3 2023

Nov 15, 2023

BUY
$52.79 - $58.32 $33,891 - $37,441
642 Added 6.61%
10,348 $550,000
Q2 2023

Aug 15, 2023

BUY
$51.27 - $56.39 $35,991 - $39,585
702 Added 7.8%
9,706 $547,000
Q1 2023

May 03, 2023

BUY
$50.61 - $55.5 $108,659 - $119,158
2,147 Added 31.31%
9,004 $480,000
Q4 2022

Feb 13, 2023

BUY
$45.7 - $53.8 $13,344 - $15,709
292 Added 4.45%
6,857 $353,000
Q3 2022

Nov 14, 2022

BUY
$45.75 - $54.57 $32,070 - $38,253
701 Added 11.95%
6,565 $300,000
Q2 2022

Aug 08, 2022

BUY
$43.41 - $53.73 $31,038 - $38,416
715 Added 13.89%
5,864 $271,000
Q1 2022

May 12, 2022

SELL
$49.6 - $59.81 $1,190 - $1,435
-24 Reduced 0.46%
5,149 $273,000
Q4 2021

Feb 15, 2022

BUY
$54.71 - $60.84 $283,014 - $314,725
5,173 New
5,173 $315,000

Others Institutions Holding PHO

About INVESCO EXCHANGE-TRADED FD TR


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