Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 10 shares of PHO stock, worth $677. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$677

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$65.79 - $72.14 $657 - $721	10 New	10 $0

Others Institutions Holding PHO

# of Institutions

416

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

Bank Of America Corp Charlotte, NC

1.63M
Shares

$110 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.36M
Shares

$92 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

681K
Shares

$46.1 Million
0.02% of portfolio
Ubs Group Ag

652K
Shares

$44.2 Million
0.01% of portfolio
1832 Asset Management L.P. Toronto, A6

502K
Shares

$34 Million
0.06% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
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Synergy Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History