Private Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Private Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Private Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 21,540 shares of PHO stock, worth $1.47 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

21,540

Previous 21,343 0.92%

Holding current value

$1.47 Million

Previous $1.4 Million 1.07%

% of portfolio

0.51%

Previous 0.56%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$63.77 - $68.75 $12,562 - $13,543	197 Added 0.92%	21,540 $1.39 Million
Q4 2024 Feb 05, 2025	BUY	$65.79 - $72.14 $526 - $577	8 Added 0.04%	21,343 $1.4 Million
Q3 2024 Nov 05, 2024	BUY	$63.82 - $70.54 $18,571 - $20,527	291 Added 1.38%	21,335 $1.5 Million
Q2 2024 Jul 23, 2024	BUY	$63.04 - $68.93 $14,499 - $15,853	230 Added 1.11%	21,044 $1.37 Million
Q1 2024 May 08, 2024	SELL	$58.49 - $66.57 $62,467 - $71,096	-1,068 Reduced 4.88%	20,814 $1.39 Million
Q4 2023 Jan 23, 2024	SELL	$49.77 - $61.28 $72,962 - $89,836	-1,466 Reduced 6.28%	21,882 $1.33 Million
Q3 2023 Oct 18, 2023	SELL	$52.79 - $58.32 $20,112 - $22,219	-381 Reduced 1.61%	23,348 $1.24 Million
Q2 2023 Jul 20, 2023	SELL	$51.27 - $56.39 $563 - $620	-11 Reduced 0.05%	23,729 $1.34 Million
Q1 2023 Apr 24, 2023	SELL	$50.61 - $55.5 $12,854 - $14,097	-254 Reduced 1.06%	23,740 $1.27 Million
Q4 2022 Feb 13, 2023	BUY	$45.7 - $53.8 $14,806 - $17,431	324 Added 1.37%	23,994 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$45.75 - $54.57 $228 - $272	-5 Reduced 0.02%	23,670 $1.08 Million
Q2 2022 Aug 15, 2022	BUY	$43.41 - $53.73 $14,715 - $18,214	339 Added 1.45%	23,675 $1.26 Million
Q1 2022 May 17, 2022	BUY	$49.6 - $59.81 $57,089 - $68,841	1,151 Added 5.19%	23,336 $1.24 Million
Q4 2021 Feb 11, 2022	BUY	$54.71 - $60.84 $24,619 - $27,378	450 Added 2.07%	22,185 $1.35 Million
Q3 2021 Dec 03, 2021	BUY	$53.8 - $59.62 $111,366 - $123,413	2,070 Added 10.53%	21,735 $1.27 Million
Q2 2021 Jul 29, 2021	BUY	$49.88 - $53.52 $228,450 - $245,121	4,580 Added 30.36%	19,665 $1.05 Million
Q1 2021 May 17, 2021	BUY	$45.75 - $49.43 $690,138 - $745,651	15,085 New	15,085 $745,000

Others Institutions Holding PHO

# of Institutions

418

Shares Held

13.7M

Call Options Held

32.7K

Put Options Held

47.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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Private Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History