Western Financial Corp/Ca Invesco Exchange Traded Fd Tr Transaction History

Western Financial Corp/Ca

$182 Billion
Q4 2024

A detailed history of Western Financial Corp/Ca transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Western Financial Corp/Ca holds 5,468 shares of PHO stock, worth $367,613. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,468

Previous 5,374 1.75%

Holding current value

$367,613

Previous $379 Million 5.11%

% of portfolio

0.2%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$65.79 - $72.14 $6,184 - $6,781	94 Added 1.75%	5,468 $360 Million
Q3 2024 Oct 21, 2024	SELL	$63.82 - $70.54 $10,402 - $11,498	-163 Reduced 2.94%	5,374 $379 Million
Q2 2024 Jul 19, 2024	BUY	$63.04 - $68.93 $8,825 - $9,650	140 Added 2.59%	5,537 $359 Million
Q1 2024 Apr 24, 2024	SELL	$58.49 - $66.57 $51,880 - $59,047	-887 Reduced 14.12%	5,397 $359 Million
Q4 2023 Jan 24, 2024	SELL	$49.77 - $61.28 $8,859 - $10,907	-178 Reduced 2.75%	6,284 $382 Million
Q3 2023 Oct 19, 2023	BUY	$52.79 - $58.32 $41,651 - $46,014	789 Added 13.91%	6,462 $344 Million
Q2 2023 Jul 26, 2023	BUY	$51.27 - $56.39 $8,972 - $9,868	175 Added 3.18%	5,673 $320 Million
Q1 2023 Apr 19, 2023	BUY	$50.61 - $55.5 $278,253 - $305,139	5,498 New	5,498 $293 Million

Others Institutions Holding PHO

# of Institutions

421

Shares Held

13.1M

Call Options Held

64.7K

Put Options Held

34.7K

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 Western Financial Corp/Ca, based on Form 13F filings with the SEC.

News

Stay updated on Western Financial Corp/Ca with notifications on news.

Account

Western Financial Corp/Ca Invesco Exchange Traded Fd Tr Transaction History