Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco Exchange Traded Fd Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 206 shares of PHO stock, worth $15,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206
Previous 206 -0.0%
Holding current value
$15,058
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$63.04 - $68.93 $4,664 - $5,100
-74 Reduced 26.43%
206 $13,000
Q3 2022

Oct 25, 2022
SELL
$45.75 - $54.57 $3,660 - $4,365
-80 Reduced 22.22%
280 $13,000
Q2 2021

Aug 13, 2021
BUY
$49.88 - $53.52 $17,956 - $19,267
360 New
360 $19,000
Q1 2021

Apr 14, 2021
SELL
$45.75 - $49.43 $18,300 - $19,772
-400 Closed
0 $0
Q1 2020

Apr 15, 2020
BUY
$26.72 - $41.11 $10,688 - $16,444
400 New
400 $13,000

Others Institutions Holding PHO

# of Institutions
438
Shares Held
13.1M
Call Options Held
7.6K
Put Options Held
25.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email