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

Minich Mac Gregor Wealth Management, LLC

  • $484 Million
  • Q3 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 5,640 shares of PHO stock, worth $403,260. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,640
Previous 5,337 5.68%
Holding current value
$403,260
Previous $372,000 9.14%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$69.62 - $73.99 $21,094 - $22,418
303 Added 5.68%
5,640 $406,000
Q2 2025

Jul 16, 2025
BUY
$58.13 - $69.92 $6,917 - $8,320
119 Added 2.28%
5,337 $372,000
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
434
Shares Held
13.2M
Call Options Held
5.1K
Put Options Held
8.8K
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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