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

Philip James Wealth Mangement, LLC

$822 Billion
Q1 2025

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 115,034 shares of PHDG stock, worth $3.98 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

115,034

Previous 112,446 2.3%

Holding current value

$3.98 Million

Previous $4.19 Billion 0.19%

% of portfolio

0.51%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$36.16 - $38.77 $93,582 - $100,336	2,588 Added 2.3%	115,034 $4.2 Billion
Q4 2024 Jan 31, 2025	BUY	$37.25 - $39.23 $20,711 - $21,811	556 Added 0.5%	112,446 $4.19 Billion
Q3 2024 Oct 31, 2024	BUY	$36.86 - $39.26 $172,099 - $183,304	4,669 Added 4.35%	111,890 $4.28 Billion
Q2 2024 Jul 23, 2024	BUY	$35.07 - $37.73 $122,604 - $131,904	3,496 Added 3.37%	107,221 $4.01 Billion
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

Shares Held

2.44M

Call Options Held

Put Options Held

View Full List

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
Sector ETFs
Industry ETFs

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