Lido Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 4,616 shares of PHO stock, worth $296,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,616

Previous 5,102 9.53%

Holding current value

$296,993

Previous $359,000 15.6%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$65.79 - $72.14 $31,973 - $35,060	-486 Reduced 9.53%	4,616 $303,000
Q3 2024 Nov 14, 2024	SELL	$63.82 - $70.54 $7,594 - $8,394	-119 Reduced 2.28%	5,102 $359,000
Q2 2024 Aug 14, 2024	BUY	$63.04 - $68.93 $25,783 - $28,192	409 Added 8.5%	5,221 $338,000
Q1 2024 May 15, 2024	SELL	$58.49 - $66.57 $17,488 - $19,904	-299 Reduced 5.85%	4,812 $320,000
Q4 2023 Feb 14, 2024	SELL	$49.77 - $61.28 $7,067 - $8,701	-142 Reduced 2.7%	5,111 $311,000
Q3 2023 Nov 14, 2023	SELL	$52.79 - $58.32 $2,375 - $2,624	-45 Reduced 0.85%	5,253 $279,000
Q2 2023 Aug 09, 2023	BUY	$51.27 - $56.39 $3,127 - $3,439	61 Added 1.16%	5,298 $298,000
Q1 2023 May 15, 2023	BUY	$50.61 - $55.5 $4,200 - $4,606	83 Added 1.61%	5,237 $279,000
Q4 2022 Feb 14, 2023	BUY	$45.7 - $53.8 $235,537 - $277,285	5,154 New	5,154 $265,000

Others Institutions Holding PHO

# of Institutions

421

Shares Held

13.1M

Call Options Held

64.7K

Put Options Held

34.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Lido Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History