Phoenix Wealth Advisors Invesco ETF Tr Ii S&P Global W Transaction History

Phoenix Wealth Advisors

  • $229 Million
  • Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Phoenix Wealth Advisors holds 15,239 shares of CGW stock, worth $857,193. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,239
Previous 15,198 0.27%
Holding current value
$857,193
Previous $930,000 11.29%
% of portfolio
0.36%
Previous 0.43%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$54.2 - $60.92 $2,222 - $2,497
41 Added 0.27%
15,239 $825,000
Q3 2024

Nov 08, 2024
BUY
$54.75 - $61.2 $6,077 - $6,793
111 Added 0.74%
15,198 $930,000
Q2 2024

Jul 17, 2024
SELL
$53.34 - $59.71 $7,894 - $8,837
-148 Reduced 0.97%
15,087 $834,000
Q1 2024

Apr 26, 2024
BUY
$50.57 - $55.62 $414,370 - $455,750
8,194 Added 116.38%
15,235 $845,000
Q4 2023

Jan 30, 2024
BUY
$44.46 - $53.46 $30,721 - $36,940
691 Added 10.88%
7,041 $373,000
Q3 2023

Nov 06, 2023
BUY
$46.28 - $53.08 $4,628 - $5,308
100 Added 1.6%
6,350 $295,000
Q2 2023

Jul 13, 2023
BUY
$48.28 - $51.93 $301,750 - $324,562
6,250 New
6,250 $321,000

Others Institutions Holding CGW

# of Institutions
210
Shares Held
6.45M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P GLOBAL W

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

Track Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors 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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email