Wealthspan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,414 shares of PHO stock, worth $609,744. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,414
Previous 9,717 3.12%
Holding current value
$609,744
Previous $639,000 5.01%
% of portfolio
0.3%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$63.77 - $68.75 $19,322 - $20,831
-303 Reduced 3.12%
9,414 $607,000
Q4 2024

Jan 24, 2025
SELL
$65.79 - $72.14 $16,908 - $18,539
-257 Reduced 2.58%
9,717 $639,000
Q2 2024

Jul 19, 2024
BUY
$63.04 - $68.93 $27,044 - $29,570
429 Added 4.49%
9,974 $647,000
Q1 2024

Apr 29, 2024
BUY
$58.49 - $66.57 $215,067 - $244,777
3,677 Added 62.66%
9,545 $635,000
Q4 2023

Jan 29, 2024
SELL
$49.77 - $61.28 $14,831 - $18,261
-298 Reduced 4.83%
5,868 $357,000
Q3 2023

Nov 01, 2023
SELL
$52.79 - $58.32 $89,743 - $99,144
-1,700 Reduced 21.61%
6,166 $327,000
Q2 2023

Aug 08, 2023
SELL
$51.27 - $56.39 $77,879 - $85,656
-1,519 Reduced 16.19%
7,866 $443,000
Q1 2023

Apr 21, 2023
SELL
$50.61 - $55.5 $26,165 - $28,693
-517 Reduced 5.22%
9,385 $500,000
Q4 2022

Feb 13, 2023
BUY
$45.7 - $53.8 $3,061 - $3,604
67 Added 0.68%
9,902 $510,000
Q3 2022

Nov 14, 2022
SELL
$45.75 - $54.57 $15,555 - $18,553
-340 Reduced 3.34%
9,835 $450,000
Q2 2022

Aug 11, 2022
BUY
$43.41 - $53.73 $46,361 - $57,383
1,068 Added 11.73%
10,175 $470,000
Q1 2022

May 12, 2022
BUY
$49.6 - $59.81 $16,764 - $20,215
338 Added 3.85%
9,107 $483,000
Q4 2021

Feb 15, 2022
BUY
$54.71 - $60.84 $479,751 - $533,505
8,769 New
8,769 $534,000

Others Institutions Holding PHO

# of Institutions
415
Shares Held
13.1M
Call Options Held
64.7K
Put Options Held
34.7K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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