Philip James Wealth Mangement, LLC Invesco Actively Mngd ETF Tr S Transaction History

Philip James Wealth Mangement, LLC

  • $141 Billion
  • Q1 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 103,725 shares of PHDG stock, worth $3.91 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
103,725
Previous 92,380 12.28%
Holding current value
$3.91 Million
Previous $3.16 Billion 20.65%
% of portfolio
2.7%
Previous 2.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$33.57 - $36.78 $380,851 - $417,269
11,345 Added 12.28%
103,725 $3.82 Billion
Q4 2023

Jan 29, 2024
BUY
$31.07 - $34.25 $2.87 Million - $3.16 Million
92,380 New
92,380 $3.16 Billion

Others Institutions Holding PHDG

# of Institutions
49
Shares Held
2.25M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MNGD ETF TR S

PHDG Quotes by TradingView
  • Ticker PHDG
  • Sector ETFs
  • Industry ETFs
More about PHDG
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