Transform Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 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 3,420 shares of PHO stock, worth $221,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,420
Previous 3,419 0.03%
Holding current value
$221,274
Previous $208,000 9.13%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
383
Shares Held
12.1M
Call Options Held
14.8K
Put Options Held
9.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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