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 $218,053. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,066
Holding current value
$218,053
% 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

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.