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

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 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 3,026 shares of PHO stock, worth $195,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,026
Previous 3,044 0.59%
Holding current value
$195,207
Previous $197,000 8.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024
SELL
$63.82 - $70.54 $1,148 - $1,269
-18 Reduced 0.59%
3,026 $213,000
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
$49.6 - $59.81 $210,700 - $254,072
-4,248 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$54.71 - $60.84 $232,408 - $258,448
4,248 New
4,248 $258,000
Q2 2021

Aug 06, 2021
SELL
$49.88 - $53.52 $9,576 - $10,275
-192 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$45.75 - $49.43 $8,784 - $9,490
192 New
192 $9,000
Q4 2020

Feb 16, 2021
SELL
$39.82 - $46.45 $7,645 - $8,918
-192 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
N/A
192 New
192 $6,000

Others Institutions Holding PHO

# of Institutions
423
Shares Held
12.5M
Call Options Held
46.3K
Put Options Held
25.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, 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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email