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

Wealth Spring Partners, LLC

$134 Billion
Q3 2023

A detailed history of Wealth Spring Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 182,532 shares of PHO stock, worth $12.2 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares

182,532

Previous 181,047 0.82%

Holding current value

$12.2 Million

Previous $10.2 Billion 4.92%

% of portfolio

7.25%

Previous 7.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$52.79 - $58.32 $78,393 - $86,605	1,485 Added 0.82%	182,532 $9.71 Billion
Q2 2023 Aug 03, 2023	SELL	$51.27 - $56.39 $7,690 - $8,458	-150 Reduced 0.08%	181,047 $10.2 Billion
Q1 2023 May 03, 2023	BUY	$50.61 - $55.5 $2,226 - $2,442	44 Added 0.02%	181,197 $9.67 Billion
Q4 2022 Feb 09, 2023	BUY	$45.7 - $53.8 $16,086 - $18,937	352 Added 0.19%	181,153 $9.34 Billion
Q3 2022 Feb 08, 2023	BUY	$45.75 - $54.57 $8.27 Million - $9.87 Million	180,801 New	180,801 $8.27 Billion

Others Institutions Holding PHO

# of Institutions

422

Shares Held

12.5M

Call Options Held

46.3K

Put Options Held

25.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
Industry ETFs

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