A detailed history of Wealthfront Advisers LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthfront Advisers LLC holds 5,363 shares of PHO stock, worth $357,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,363
Previous 4,933 8.72%
Holding current value
$357,175
Previous $320,000 18.13%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$63.82 - $70.54 $27,442 - $30,332
430 Added 8.72%
5,363 $378,000
Q2 2024

Aug 14, 2024

BUY
$63.04 - $68.93 $43,182 - $47,217
685 Added 16.13%
4,933 $320,000
Q1 2024

Apr 19, 2024

BUY
$58.49 - $66.57 $28,309 - $32,219
484 Added 12.86%
4,248 $282,000
Q4 2023

Feb 09, 2024

BUY
$49.77 - $61.28 $187,334 - $230,657
3,764 New
3,764 $229,000
Q2 2023

Aug 07, 2023

SELL
$51.27 - $56.39 $48,603 - $53,457
-948 Reduced 17.38%
4,507 $254,000
Q1 2023

Apr 28, 2023

SELL
$50.61 - $55.5 $30,720 - $33,688
-607 Reduced 10.01%
5,455 $291,000
Q4 2022

Feb 10, 2023

BUY
$45.7 - $53.8 $18,142 - $21,358
397 Added 7.01%
6,062 $312,000
Q3 2022

Nov 14, 2022

BUY
$45.75 - $54.57 $259,173 - $309,139
5,665 New
5,665 $259,000

Others Institutions Holding PHO

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Wealthfront Advisers LLC Portfolio

Follow Wealthfront Advisers 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 Wealthfront Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthfront Advisers LLC with notifications on news.