A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,771 shares of PHO stock, worth $317,748. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,771
Previous 3,820 24.9%
Holding current value
$317,748
Previous $247,000 36.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

BUY
$63.82 - $70.54 $60,692 - $67,083
951 Added 24.9%
4,771 $336,000
Q2 2024

Jul 15, 2024

BUY
$63.04 - $68.93 $36,941 - $40,392
586 Added 18.12%
3,820 $247,000
Q3 2023

Nov 02, 2023

BUY
$52.79 - $58.32 $52 - $58
1 Added 0.03%
3,234 $171,000
Q4 2022

Feb 13, 2023

SELL
$45.7 - $53.8 $2,742 - $3,228
-60 Reduced 1.82%
3,233 $166,000
Q3 2022

Oct 21, 2022

BUY
$45.75 - $54.57 $9,607 - $11,459
210 Added 6.81%
3,293 $151,000
Q3 2021

Nov 09, 2021

BUY
$53.8 - $59.62 $165,865 - $183,808
3,083 New
3,083 $169,000

Others Institutions Holding PHO

About INVESCO EXCHANGE-TRADED FD TR


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