Pinnacle Wealth Management Group, Inc. Invesco Exchange Traded Fd Tr Transaction History

Pinnacle Wealth Management Group, Inc.

  • $163 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 3,525 shares of PHO stock, worth $252,037. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,525
Previous 3,525 -0.0%
Holding current value
$252,037
Previous $246,000 1.63%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024
BUY
$49.77 - $61.28 $175,439 - $216,012
3,525 New
3,525 $214,000
Q1 2022

Apr 21, 2022
SELL
$49.6 - $59.81 $173,600 - $209,335
-3,500 Closed
0 $0
Q4 2021

Mar 15, 2022
BUY
$54.71 - $60.84 $191,485 - $212,940
3,500 New
3,500 $213,000

Others Institutions Holding PHO

# of Institutions
434
Shares Held
13.2M
Call Options Held
5.1K
Put Options Held
8.8K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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

Track Pinnacle Wealth Management Group, Inc. Portfolio

Follow Pinnacle Wealth Management Group, Inc. 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 Pinnacle Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email