Wealth Bridge Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Bridge Capital Management, LLC

$348 Million
Q1 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 4,389 shares of PHO stock, worth $284,275. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,389

Previous 4,314 1.74%

Holding current value

$284,275

Previous $283,000 -0.0%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$63.77 - $68.75 $4,782 - $5,156	75 Added 1.74%	4,389 $283,000
Q3 2024 Oct 07, 2024	SELL	$63.82 - $70.54 $9,573 - $10,581	-150 Reduced 3.36%	4,314 $304,000
Q1 2024 Apr 30, 2024	BUY	$58.49 - $66.57 $8,773 - $9,985	150 Added 3.48%	4,464 $297,000
Q4 2022 Jan 31, 2023	BUY	$45.7 - $53.8 $197,149 - $232,093	4,314 New	4,314 $222,000
Q2 2022 Aug 12, 2022	SELL	$43.41 - $53.73 $187,270 - $231,791	-4,314 Closed	0 $0
Q1 2022 Apr 15, 2022	BUY	$49.6 - $59.81 $2,480 - $2,990	50 Added 1.17%	4,314 $229,000
Q1 2021 May 17, 2021	BUY	$45.75 - $49.43 $195,078 - $210,769	4,264 New	4,264 $211,000
Q2 2019 Aug 13, 2019	SELL	N/A	-3,800 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	200 Added 5.56%	3,800 $130,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,600 New	3,600 $102,000

Others Institutions Holding PHO

# of Institutions

417

Shares Held

13.7M

Call Options Held

32.7K

Put Options Held

47.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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Wealth Bridge Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History