A detailed history of Strategic Wealth Advisors Group, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 211,868 shares of PHDG stock, worth $8.06 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
211,868
Previous 229,192 7.56%
Holding current value
$8.06 Million
Previous $7.52 Million 4.2%
% of portfolio
0.31%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$32.45 - $36.32 $562,163 - $629,207
-17,324 Reduced 7.56%
211,868 $7.2 Million
Q2 2022

Aug 12, 2022

SELL
$32.43 - $36.31 $1.07 Million - $1.2 Million
-33,063 Reduced 12.61%
229,192 $7.52 Million
Q1 2022

May 10, 2022

BUY
$35.76 - $38.2 $1.73 Million - $1.84 Million
48,278 Added 22.56%
262,255 $9.48 Million
Q4 2021

Feb 16, 2022

BUY
$35.35 - $38.48 $3.98 Million - $4.33 Million
112,590 Added 111.05%
213,977 $8.16 Million
Q3 2021

Nov 17, 2021

BUY
$35.35 - $37.03 $3.58 Million - $3.75 Million
101,387 New
101,387 $3.62 Million

Others Institutions Holding PHDG

About INVESCO ACTIVELY MNGD ETF TR S


  • Ticker PHDG
  • Sector ETFs
  • Industry ETFs
More about PHDG
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.