Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,190 shares of PHO stock, worth $217,972. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,190
Previous 3,528 9.58%
Holding current value
$217,972
Previous $232,000 11.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2025
SELL
$63.77 - $68.75 $21,554 - $23,237
-338 Reduced 9.58%
3,190 $205,000
Q4 2024

Feb 07, 2025
BUY
$65.79 - $72.14 $232,107 - $254,509
3,528 New
3,528 $232,000
Q1 2024

Apr 30, 2024
SELL
$58.49 - $66.57 $61,472 - $69,965
-1,051 Reduced 25.68%
3,042 $202,000
Q4 2023

Jan 25, 2024
BUY
$49.77 - $61.28 $3,035 - $3,738
61 Added 1.51%
4,093 $249,000
Q2 2023

Aug 08, 2023
SELL
$51.27 - $56.39 $74,751 - $82,216
-1,458 Reduced 26.56%
4,032 $227,000
Q1 2023

Apr 24, 2023
BUY
$50.61 - $55.5 $277,848 - $304,695
5,490 New
5,490 $292,000

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

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