Us Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Us Financial Advisors, LLC holds 4,474 shares of PHO stock, worth $319,846. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,474

Previous 4,109 8.88%

Holding current value

$319,846

Previous $270,000 6.67%

% of portfolio

0.09%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$63.77 - $68.75 $23,276 - $25,093	365 Added 8.88%	4,474 $288,000
Q4 2024 Feb 13, 2025	BUY	$65.79 - $72.14 $6,513 - $7,141	99 Added 2.47%	4,109 $270,000
Q3 2024 Oct 31, 2024	SELL	$63.82 - $70.54 $47,162 - $52,129	-739 Reduced 15.56%	4,010 $282,000
Q2 2024 Aug 01, 2024	SELL	$63.04 - $68.93 $4,223 - $4,618	-67 Reduced 1.39%	4,749 $308,000
Q1 2024 May 13, 2024	BUY	$58.49 - $66.57 $13,394 - $15,244	229 Added 4.99%	4,816 $320,000
Q4 2023 Feb 07, 2024	BUY	$49.77 - $61.28 $17,319 - $21,325	348 Added 8.21%	4,587 $279,000
Q3 2023 Nov 09, 2023	BUY	$52.79 - $58.32 $19,532 - $21,578	370 Added 9.56%	4,239 $225,000
Q2 2023 Aug 09, 2023	SELL	$51.27 - $56.39 $22,507 - $24,755	-439 Reduced 10.19%	3,869 $218,000
Q1 2023 May 04, 2023	BUY	$50.61 - $55.5 $15,486 - $16,983	306 Added 7.65%	4,308 $229,000
Q4 2022 Jan 26, 2023	BUY	$45.7 - $53.8 $182,891 - $215,307	4,002 New	4,002 $0

Others Institutions Holding PHO

# of Institutions

437

Shares Held

13.4M

Call Options Held

32.8K

Put Options Held

50.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Us Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History