New Edge Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,147 shares of PHO stock, worth $797,010. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,147
Previous 13,385 16.72%
Holding current value
$797,010
Previous $935,000 14.12%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 07, 2025
SELL
$69.62 - $73.99 $155,809 - $165,589
-2,238 Reduced 16.72%
11,147 $803,000
Q1 2025

May 09, 2025
SELL
$63.77 - $68.75 $147,117 - $158,606
-2,307 Reduced 14.7%
13,385 $863,000
Q1 2024

May 06, 2024
SELL
$58.49 - $66.57 $58 - $66
-1 Reduced 0.01%
15,692 $1.04 Million
Q4 2023

Jan 29, 2024
SELL
$49.77 - $61.28 $24,835 - $30,578
-499 Reduced 3.08%
15,693 $955,000
Q3 2023

Nov 08, 2023
BUY
$52.79 - $58.32 $854,775 - $944,317
16,192 New
16,192 $861,000

Others Institutions Holding PHO

# of Institutions
433
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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