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

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,066 shares of PHO stock, worth $218,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,066
Holding current value
$218,605
% of portfolio
0.01%

Shares

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

Oct 16, 2024
BUY
$63.82 - $70.54 $195,672 - $216,275
3,066 New
3,066 $216,000
Q1 2024

Apr 29, 2024
BUY
$58.49 - $66.57 $9,065 - $10,318
155 Added 4.63%
3,504 $233,000
Q4 2023

Jan 29, 2024
BUY
$49.77 - $61.28 $166,679 - $205,226
3,349 New
3,349 $203,000
Q2 2022

Aug 11, 2022
SELL
$43.41 - $53.73 $228,900 - $283,318
-5,273 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$54.71 - $60.84 $35,452 - $39,424
648 Added 14.01%
5,273 $321,000
Q3 2021

Nov 01, 2021
BUY
$53.8 - $59.62 $248,825 - $275,742
4,625 New
4,625 $253,000

Others Institutions Holding PHO

# of Institutions
410
Shares Held
12.4M
Call Options Held
19.8K
Put Options Held
14.8K
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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