John G Ullman & Associates Inc Invesco Exchange Traded Fd Tr Transaction History

John G Ullman & Associates Inc

  • $602 Million
  • Q1 2025

A detailed history of John G Ullman & Associates Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, John G Ullman & Associates Inc holds 3,920 shares of PHO stock, worth $266,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,920
Previous 4,420 11.31%
Holding current value
$266,756
Previous $290,000 13.1%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$63.77 - $68.75 $31,885 - $34,375
-500 Reduced 11.31%
3,920 $252,000
Q4 2023

Jan 31, 2024
SELL
$49.77 - $61.28 $3,981 - $4,902
-80 Reduced 1.78%
4,420 $269,000
Q4 2020

Feb 05, 2021
BUY
$39.82 - $46.45 $179,190 - $209,025
4,500 New
4,500 $209,000

Others Institutions Holding PHO

# of Institutions
417
Shares Held
13.7M
Call Options Held
32.7K
Put Options Held
47.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
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