Wealth Shield Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

A detailed history of Wealth Shield Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 3,044 shares of PHO stock, worth $212,105. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,044

Previous 3,044 -0.0%

Holding current value

$212,105

Previous $202,000 2.48%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$49.77 - $61.28 $36,083 - $44,428	-725 Reduced 19.24%	3,044 $185,000
Q3 2023 Oct 25, 2023	SELL	$52.79 - $58.32 $316 - $349	-6 Reduced 0.16%	3,769 $200,000
Q2 2023 Aug 03, 2023	BUY	$51.27 - $56.39 $512 - $563	10 Added 0.27%	3,775 $212,000
Q1 2023 May 08, 2023	BUY	$50.61 - $55.5 $190,546 - $208,957	3,765 New	3,765 $200,000
Q1 2022 May 09, 2022	SELL	N/A	-4,248 Closed	0 $0

Q4 2021 Feb 10, 2022	BUY	N/A	4,248 New	4,248 $258,000
Q2 2021 Aug 06, 2021	SELL	N/A	-192 Closed	0 $0
Q1 2021 May 17, 2021	BUY	N/A	192 New	192 $9,000
Q4 2020 Feb 16, 2021	SELL	N/A	-192 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	N/A	192 New	192 $6,000

Others Institutions Holding PHO

# of Institutions

381

Shares Held

12.1M

Call Options Held

14.8K

Put Options Held

9.9K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

More about PHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC Invesco Exchange Traded Fd Tr Transaction History