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

Modera Wealth Management, LLC

  • $6.54 Billion
  • Q1 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 5,673 shares of PHO stock, worth $367,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,673
Previous 5,925 4.25%
Holding current value
$367,043
Previous $360,000 4.72%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
383
Shares Held
11.9M
Call Options Held
14.8K
Put Options Held
9.9K
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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