Lyell Wealth Management, LP Invesco Exchange Traded Fd Tr Transaction History
Lyell Wealth Management, LP
- $1.24 Billion
- Q2 2025
A detailed history of Lyell Wealth Management, LP transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lyell Wealth Management, LP holds 4,318 shares of PHO stock, worth $307,312. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,318Holding current value
$307,312% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PHO
# of Institutions
440Shares Held
13.1MCall Options Held
7.6KPut Options Held
25.1K-
Bank Of America Corp Charlotte, NC1.6MShares$114 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.43MShares$101 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC822KShares$58.5 Million0.02% of portfolio
-
1832 Asset Management L.P. Toronto, A6506KShares$36 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL461KShares$32.8 Million0.01% of portfolio