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

W.G. Shaheen & Associates Dba Whitney & CO

$823 Million
Q1 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

382

Shares Held

12.2M

Call Options Held

14.8K

Put Options Held

9.9K

Bank Of America Corp Charlotte, NC

1.69M
Shares

$117 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$84.3 Million
0.01% of portfolio
Ubs Group Ag

833K
Shares

$58 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

567K
Shares

$39.5 Million
0.02% of portfolio
1832 Asset Management L.P. Toronto, A6

524K
Shares

$36.5 Million
0.07% of portfolio

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