Soa Wealth Advisors, Llc. Invesco Exchange Traded Fd Tr Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 817 shares of PHO stock, worth $58,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares
817
Previous 64,674 98.74%
Holding current value
$58,145
Previous $4.16 Million 98.63%
% of portfolio
0.01%
Previous 0.49%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$58.13 - $69.92 $3.71 Million - $4.46 Million
-63,857 Reduced 98.74%
817 $57,000
Q1 2025

Apr 14, 2025
BUY
$63.77 - $68.75 $4.06 Million - $4.38 Million
63,655 Added 6246.81%
64,674 $4.16 Million
Q4 2024

Jan 28, 2025
BUY
$65.79 - $72.14 $65 - $72
1 Added 0.1%
1,019 $67,000
Q3 2024

Oct 08, 2024
BUY
$63.82 - $70.54 $63 - $70
1 Added 0.1%
1,018 $71,000
Q2 2024

Jul 17, 2024
BUY
$63.04 - $68.93 $63 - $68
1 Added 0.1%
1,017 $66,000
Q1 2024

Apr 10, 2024
BUY
$58.49 - $66.57 $58 - $66
1 Added 0.1%
1,016 $67,000
Q4 2023

Jan 10, 2024
BUY
$49.77 - $61.28 $99 - $122
2 Added 0.2%
1,015 $61,000
Q3 2023

Oct 10, 2023
BUY
$52.79 - $58.32 $52 - $58
1 Added 0.1%
1,013 $53,000
Q2 2023

Jul 07, 2023
BUY
$51.27 - $56.39 $102 - $112
2 Added 0.2%
1,012 $57,000
Q1 2023

Apr 28, 2023
BUY
$50.61 - $55.5 $101 - $111
2 Added 0.2%
1,010 $53,000
Q4 2022

Jan 10, 2023
BUY
$45.7 - $53.8 $137 - $161
3 Added 0.3%
1,008 $0
Q3 2022

Oct 07, 2022
BUY
$45.75 - $54.57 $45 - $54
1 Added 0.1%
1,005 $46,000
Q2 2022

Jul 13, 2022
SELL
$43.41 - $53.73 $4,384 - $5,426
-101 Reduced 9.14%
1,004 $46,000
Q1 2022

Apr 07, 2022
BUY
$49.6 - $59.81 $49 - $59
1 Added 0.09%
1,105 $58,000
Q3 2021

Oct 12, 2021
BUY
$53.8 - $59.62 $53 - $59
1 Added 0.09%
1,104 $60,000
Q4 2020

Mar 10, 2021
BUY
$39.82 - $46.45 $43,921 - $51,234
1,103 New
1,103 $54,000

Others Institutions Holding PHO

# of Institutions
441
Shares Held
13.1M
Call Options Held
7.6K
Put Options Held
25.1K
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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