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

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 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 13,385 shares of PHO stock, worth $866,946. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,385
Previous 15,692 14.7%
Holding current value
$866,946
Previous $1.03 Million 16.38%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
416
Shares Held
13.4M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email