Td Private Client Wealth LLC Invesco Exchange Traded Fd Tr Transaction History

Td Private Client Wealth LLC

$4.07 Trillion
Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Td Private Client Wealth LLC holds 8,424 shares of PHO stock, worth $618,153. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,424

Previous 8,239 2.25%

Holding current value

$618,153

Previous $532 Million 10.79%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$58.13 - $69.92 $10,754 - $12,935	185 Added 2.25%	8,424 $589 Million
Q1 2025 Apr 29, 2025	BUY	$63.77 - $68.75 $429,746 - $463,306	6,739 Added 449.27%	8,239 $532 Million
Q4 2024 Feb 11, 2025	BUY	$65.79 - $72.14 $19,868 - $21,786	302 Added 25.21%	1,500 $98.7 Million
Q3 2024 Nov 18, 2024	BUY	$63.82 - $70.54 $25,272 - $27,933	396 Added 49.38%	1,198 $84.5 Million
Q2 2024 Aug 14, 2024	BUY	$63.04 - $68.93 $50,558 - $55,281	802 New	802 $52.1 Million
Q1 2024 Aug 16, 2024	SELL	$58.49 - $66.57 $1,111 - $1,264	-19 Reduced 2.26%	820 $54.6 Million
Q4 2023 Aug 16, 2024	BUY	$49.77 - $61.28 $15,279 - $18,812	307 Added 57.71%	839 $51.1 Million
Q1 2022 Aug 16, 2024	SELL	$49.6 - $59.81 $71,920 - $86,724	-1,450 Reduced 73.16%	532 $28.2 Million
Q4 2021 Aug 16, 2024	SELL	$54.71 - $60.84 $2,680 - $2,981	-49 Reduced 2.41%	1,982 $121 Million
Q3 2021 Aug 16, 2024	BUY	$53.8 - $59.62 $66,120 - $73,272	1,229 Added 153.24%	2,031 $111 Million
Q2 2021 Aug 16, 2024	BUY	$49.88 - $53.52 $65,891 - $70,699	1,321 Added 164.71%	2,123 $114 Million

Others Institutions Holding PHO

# of Institutions

439

Shares Held

13.1M

Call Options Held

7.6K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Account

Td Private Client Wealth LLC Invesco Exchange Traded Fd Tr Transaction History