Wfa Of San Diego, LLC Invesco Actively Mngd ETF Tr S Transaction History
Wfa Of San Diego, LLC
- $94.5 Million
- Q3 2023
A detailed history of Wfa Of San Diego, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 62,279 shares of PHDG stock, worth $2.34 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
62,279
Previous 65,029
4.23%
Holding current value
$2.34 Million
Previous $2.17 Million
10.43%
% of portfolio
2.05%
Previous 2.18%
Shares
12 transactions
Others Institutions Holding PHDG
# of Institutions
49Shares Held
2.25MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI398KShares$14.9 Million5.17% of portfolio
-
First Premier Bank369KShares$13.8 Million3.59% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.95 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.37 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA104KShares$3.89 Million2.7% of portfolio