Sowell Financial Services LLC Invesco Actively Mngd ETF Tr S Transaction History
Sowell Financial Services LLC
- $2.09 Billion
- Q1 2024
A detailed history of Sowell Financial Services LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Sowell Financial Services LLC holds 59,473 shares of PHDG stock, worth $2.24 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
59,473
Previous 58,422
1.8%
Holding current value
$2.24 Million
Previous $2 Million
9.4%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding PHDG
# of Institutions
49Shares Held
2.25MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI398KShares$15 Million5.17% of portfolio
-
First Premier Bank369KShares$13.9 Million3.59% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.99 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.39 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA104KShares$3.91 Million2.7% of portfolio