Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 5,218 shares of PHO stock, worth $356,545. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,218
Previous 5,237 0.36%
Holding current value
$356,545
Previous $344,000 2.33%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 22, 2025
SELL
$63.77 - $68.75 $1,211 - $1,306
-19 Reduced 0.36%
5,218 $336,000
Q4 2024

Jan 17, 2025
BUY
$65.79 - $72.14 $3,750 - $4,111
57 Added 1.1%
5,237 $344,000
Q3 2024

Oct 30, 2024
SELL
$63.82 - $70.54 $13,274 - $14,672
-208 Reduced 3.86%
5,180 $365,000
Q2 2024

Jul 25, 2024
SELL
$63.04 - $68.93 $1,197 - $1,309
-19 Reduced 0.35%
5,388 $349,000
Q1 2024

Apr 16, 2024
SELL
$58.49 - $66.57 $29,069 - $33,085
-497 Reduced 8.42%
5,407 $359,000
Q4 2023

Feb 08, 2024
BUY
$49.77 - $61.28 $1,592 - $1,960
32 Added 0.54%
5,904 $359,000
Q3 2023

Oct 16, 2023
SELL
$52.79 - $58.32 $4,170 - $4,607
-79 Reduced 1.33%
5,872 $312,000
Q2 2023

Jul 13, 2023
SELL
$51.27 - $56.39 $110,179 - $121,182
-2,149 Reduced 26.53%
5,951 $335,000
Q1 2023

Apr 19, 2023
BUY
$50.61 - $55.5 $409,941 - $449,550
8,100 New
8,100 $432,000

Others Institutions Holding PHO

# of Institutions
418
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
  • Industry ETFs
More about PHO
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