Modera Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,301 shares of PHO stock, worth $277,457. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,301
Previous 4,521 4.87%
Holding current value
$277,457
Previous $293,000 3.41%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$63.82 - $70.54 $14,040 - $15,518
-220 Reduced 4.87%
4,301 $303,000
Q2 2024

Jul 29, 2024
SELL
$63.04 - $68.93 $72,622 - $79,407
-1,152 Reduced 20.31%
4,521 $293,000
Q1 2024

May 14, 2024
SELL
$58.49 - $66.57 $14,739 - $16,775
-252 Reduced 4.25%
5,673 $377,000
Q3 2023

Nov 30, 2023
BUY
$52.79 - $58.32 $312,780 - $345,546
5,925 New
5,925 $315,000
Q2 2023

Aug 07, 2023
BUY
$51.27 - $56.39 $303,774 - $334,110
5,925 New
5,925 $334,000

Others Institutions Holding PHO

# of Institutions
423
Shares Held
12.5M
Call Options Held
46.3K
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
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