Secure Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025

A detailed history of Secure Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Secure Asset Management, LLC holds 9,918 shares of PHO stock, worth $637,628. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,918
Previous 5,441 82.28%
Holding current value
$637,628
Previous $357,000 78.43%
% of portfolio
0.13%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$63.77 - $68.75 $285,498 - $307,793
4,477 Added 82.28%
9,918 $637,000
Q4 2024

Jan 17, 2025
BUY
$65.79 - $72.14 $30,987 - $33,977
471 Added 9.48%
5,441 $357,000
Q3 2024

Oct 16, 2024
SELL
$63.82 - $70.54 $829 - $917
-13 Reduced 0.26%
4,970 $350,000
Q2 2024

Jul 24, 2024
BUY
$63.04 - $68.93 $314,128 - $343,478
4,983 New
4,983 $323,000

Others Institutions Holding PHO

# of Institutions
420
Shares Held
13.1M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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