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

Soa Wealth Advisors, Llc.

$850 Million
Q1 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 64,674 shares of PHO stock, worth $4.36 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

64,674

Previous 1,019 6246.81%

Holding current value

$4.36 Million

Previous $67,000 6104.48%

% of portfolio

0.49%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

417

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