Phoenix Wealth Advisors Alps ETF Tr Medical Breakthrou Transaction History

Phoenix Wealth Advisors

$228 Million
Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Alps ETF Tr Medical Breakthrou stock. As of the latest transaction made, Phoenix Wealth Advisors holds 26,418 shares of SBIO stock, worth $814,731. This represents 0.33% of its overall portfolio holdings.

Number of Shares

26,418

Previous 26,072 1.33%

Holding current value

$814,731

Previous $861,000 12.54%

% of portfolio

0.33%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$28.52 - $33.83 $9,867 - $11,705	346 Added 1.33%	26,418 $753,000
Q4 2024 Jan 17, 2025	SELL	$33.03 - $42.43 $165 - $212	-5 Reduced 0.02%	26,072 $861,000
Q3 2024 Nov 08, 2024	BUY	$32.77 - $38.87 $7,406 - $8,784	226 Added 0.87%	26,077 $973,000
Q2 2024 Jul 17, 2024	SELL	$31.53 - $35.26 $6,905 - $7,721	-219 Reduced 0.84%	25,851 $868,000
Q1 2024 Apr 26, 2024	BUY	$31.51 - $38.69 $476,809 - $585,457	15,132 Added 138.34%	26,070 $932,000
Q4 2023 Jan 30, 2024	BUY	$23.51 - $33.51 $26,566 - $37,866	1,130 Added 11.52%	10,938 $360,000
Q3 2023 Nov 06, 2023	BUY	$26.83 - $32.52 $6,009 - $7,284	224 Added 2.34%	9,808 $266,000
Q2 2023 Jul 13, 2023	SELL	$26.64 - $33.63 $12,254 - $15,469	-460 Reduced 4.58%	9,584 $302,000
Q1 2023 May 05, 2023	BUY	$26.45 - $33.0 $265,663 - $331,452	10,044 New	10,044 $272,000

Others Institutions Holding SBIO

# of Institutions

Shares Held

2.89M

Call Options Held

1.2K

Put Options Held

200

View Full List

About ALPS ETF TR MEDICAL BREAKTHROU

Ticker SBIO
Sector ETFs
Industry ETFs

More about SBIO

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Phoenix Wealth Advisors Alps ETF Tr Medical Breakthrou Transaction History