Tradition Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$49.77 - $61.28 $99 - $122	2 Added 0.18%	1,106 $67,000
Q2 2023 Aug 14, 2023	BUY	$51.27 - $56.39 $102 - $112	2 Added 0.18%	1,104 $62,000
Q1 2023 May 11, 2023	BUY	$50.61 - $55.5 $13,563 - $14,874	268 Added 32.13%	1,102 $59,000
Q4 2022 Feb 03, 2023	BUY	$45.7 - $53.8 $8,728 - $10,275	191 Added 29.7%	834 $43,000
Q3 2022 Nov 14, 2022	BUY	$45.75 - $54.57 $45 - $54	1 Added 0.16%	643 $29,000
Q2 2022 Aug 02, 2022	BUY	$43.41 - $53.73 $43 - $53	1 Added 0.16%	642 $30,000
Q4 2021 Feb 14, 2022	SELL	$54.71 - $60.84 $23,908 - $26,587	-437 Reduced 40.54%	641 $39,000
Q3 2021 Nov 12, 2021	BUY	$53.8 - $59.62 $53 - $59	1 Added 0.09%	1,078 $59,000
Q2 2021 Aug 09, 2021	BUY	$49.88 - $53.52 $49 - $53	1 Added 0.09%	1,077 $58,000
Q1 2021 May 14, 2021	SELL	$45.75 - $49.43 $869 - $939	-19 Reduced 1.74%	1,076 $53,000
Q4 2020 Feb 16, 2021	BUY	$39.82 - $46.45 $43,602 - $50,862	1,095 New	1,095 $51,000

Others Institutions Holding PHO

# of Institutions

422

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
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