Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025

A detailed history of Summit Financial, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial, LLC holds 8,914 shares of PHO stock, worth $577,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,914
Previous 8,911 0.03%
Holding current value
$577,359
Previous $586,000 1.88%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$63.77 - $68.75 $191 - $206
3 Added 0.03%
8,914 $575,000
Q4 2024

Feb 12, 2025
BUY
$65.79 - $72.14 $25,460 - $27,918
387 Added 4.54%
8,911 $586,000
Q3 2024

Nov 12, 2024
BUY
$63.82 - $70.54 $250,174 - $276,516
3,920 Added 85.14%
8,524 $601,000
Q2 2024

Jul 31, 2024
BUY
$63.04 - $68.93 $290,236 - $317,353
4,604 New
4,604 $298,000

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

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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