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 $289,780. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,474
Previous 4,109 8.88%
Holding current value
$289,780
Previous $270,000 6.67%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
417
Shares Held
13.6M
Call Options Held
32.7K
Put Options Held
47.1K
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 Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, 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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email