W.G. Shaheen & Associates Dba Whitney & CO Invesco Exchange Traded Fd Tr Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	N/A	-7,250 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-600 Reduced 7.64%	7,250 $222,000
Q2 2018 Aug 14, 2018	BUY	N/A	7,850 New	7,850 $237,000

Others Institutions Holding PHO

# of Institutions

422

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

Bank Of America Corp Charlotte, NC

1.63M
Shares

$116 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.36M
Shares

$97.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

681K
Shares

$48.7 Million
0.02% of portfolio
Ubs Group Ag

652K
Shares

$46.6 Million
0.01% of portfolio
1832 Asset Management L.P. Toronto, A6

502K
Shares

$35.9 Million
0.06% of portfolio

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