Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 16,591 shares of PHO stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,591

Previous 16,290 1.85%

Holding current value

$1.08 Million

Previous $991,000 11.4%

% of portfolio

0.04%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$58.49 - $66.57 $17,605 - $20,037	301 Added 1.85%	16,591 $1.1 Million
Q4 2023 Feb 06, 2024	SELL	$49.77 - $61.28 $14,831 - $18,261	-298 Reduced 1.8%	16,290 $991,000
Q3 2023 Nov 08, 2023	BUY	$52.79 - $58.32 $11,138 - $12,305	211 Added 1.29%	16,588 $882,000
Q2 2023 Aug 09, 2023	BUY	$51.27 - $56.39 $51 - $56	1 Added 0.01%	16,377 $923,000
Q1 2023 May 09, 2023	BUY	$50.61 - $55.5 $86,644 - $95,016	1,712 Added 11.67%	16,376 $873,000

Q4 2022 Feb 03, 2023	BUY	$48.2 - $53.8 $144 - $161	3 Added 0.02%	14,664 $756,000
Q3 2022 Nov 07, 2022	SELL	N/A	-2,450 Reduced 14.32%	14,661 $671,000
Q2 2022 Jul 22, 2022	SELL	N/A	-2,283 Reduced 11.77%	17,111 $791,000
Q1 2022 Apr 18, 2022	BUY	N/A	106 Added 0.55%	19,394 $1.03 Million
Q4 2021 Jan 14, 2022	SELL	N/A	-1,806 Reduced 8.56%	19,288 $1.17 Million
Q3 2021 Oct 22, 2021	BUY	N/A	422 Added 2.04%	21,094 $1.15 Million
Q2 2021 Jul 26, 2021	SELL	N/A	-276 Reduced 1.32%	20,672 $1.11 Million
Q1 2021 May 21, 2021	BUY	N/A	20,948 New	20,948 $1.04 Million

Others Institutions Holding PHO

# of Institutions

382

Shares Held

11.9M

Call Options Held

14.8K

Put Options Held

9.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History