Sage View Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Sage View Advisory Group, LLC

$1.98 Trillion
Q1 2024

A detailed history of Sage View Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,892 shares of PHO stock, worth $575,312. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,892

Previous 12,788 30.47%

Holding current value

$575,312

Previous $773 Million 30.47%

% of portfolio

0.03%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$58.49 - $66.57 $227,877 - $259,356	-3,896 Reduced 30.47%	8,892 $537 Million
Q4 2023 Feb 09, 2024	BUY	$49.77 - $61.28 $156,178 - $192,296	3,138 Added 32.52%	12,788 $773 Million
Q3 2023 Nov 02, 2023	BUY	$52.79 - $58.32 $95,022 - $104,976	1,800 Added 22.93%	9,650 $513 Million
Q2 2023 Aug 11, 2023	BUY	$51.27 - $56.39 $402,469 - $442,661	7,850 New	7,850 $443 Million

Others Institutions Holding PHO

# of Institutions

383

Shares Held

12.1M

Call Options Held

14.8K

Put Options Held

9.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Sage View Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History