Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 3,423 shares of PHO stock, worth $227,971. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,423
Previous 3,422 0.03%
Holding current value
$227,971
Previous $222,000 8.56%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$63.82 - $70.54 $63 - $70
1 Added 0.03%
3,423 $241,000
Q2 2024

Jul 15, 2024
BUY
$63.04 - $68.93 $126 - $137
2 Added 0.06%
3,422 $222,000
Q1 2024

Apr 15, 2024
BUY
$58.49 - $66.57 $58 - $66
1 Added 0.03%
3,420 $227,000
Q4 2023

Jan 18, 2024
BUY
$49.77 - $61.28 $170,163 - $209,516
3,419 New
3,419 $208,000
Q2 2023

Jul 13, 2023
BUY
$51.27 - $56.39 $307 - $338
6 Added 0.09%
6,830 $385,000
Q1 2023

Apr 14, 2023
BUY
$50.61 - $55.5 $345,362 - $378,732
6,824 New
6,824 $364,000

Others Institutions Holding PHO

# of Institutions
422
Shares Held
12.5M
Call Options Held
46.3K
Put Options Held
25.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, 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 Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email