Venturi Wealth Management, LLC Invesco Actively Mngd ETF Tr S Call Options Transaction History

Venturi Wealth Management, LLC

$1.77 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PHDG

# of Institutions

51

Shares Held

2.19M

Call Options Held

0

Put Options Held

0

First Premier Bank

352K
Shares

$13.5 Million
3.35% of portfolio
Asset Allocation Strategies LLC Farmington, MI

314K
Shares

$12.1 Million
3.41% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.14 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.47 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

112K
Shares

$4.3 Million
0.52% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
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