Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 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 4,907 shares of PHO stock, worth $329,063. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,907

Previous 3,423 43.35%

Holding current value

$329,063

Previous $241,000 33.61%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$65.79 - $72.14 $97,632 - $107,055	1,484 Added 43.35%	4,907 $322,000
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

421

Shares Held

13.1M

Call Options Held

64.7K

Put Options Held

34.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

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Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History