Phoenix Wealth Advisors Alps ETF Tr Medical Breakthrou Transaction History

Phoenix Wealth Advisors

  • $235 Million
  • Q2 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 26,106 shares of SBIO stock, worth $909,010. This represents 0.33% of its overall portfolio holdings.

Number of Shares
26,106
Previous 26,418 1.18%
Holding current value
$909,010
Previous $753,000 4.25%
% of portfolio
0.33%
Previous 0.33%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$23.59 - $31.76 $7,360 - $9,909
-312 Reduced 1.18%
26,106 $785,000
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
41
Shares Held
2.77M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR MEDICAL BREAKTHROU

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