Phoenix Wealth Advisors Invesco ETF Tr Ii S&P Global W Transaction History
Phoenix Wealth Advisors
- $164 Million
- Q1 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 15,235 shares of CGW stock, worth $850,722. This represents 0.52% of its overall portfolio holdings.
Number of Shares
15,235
Previous 7,041
116.38%
Holding current value
$850,722
Previous $373,000
126.54%
% of portfolio
0.52%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding CGW
# of Institutions
194Shares Held
6.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1MShares$55.9 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.577KShares$32.2 Million3.27% of portfolio
-
Ubs Group Ag485KShares$27.1 Million0.01% of portfolio
-
Weatherly Asset Management L. P.473KShares$26.4 Million2.54% of portfolio
-
1832 Asset Management L.P. Toronto, A6363KShares$20.3 Million0.04% of portfolio