GeoWealth Management, LLC
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1593387
CHICAGO, IL
All Filings in PHDG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 PHDG | $76,660 | 2,058 | Shares | Other | 2025-02-13 | |
| 2024-09-30 PHDG | $73,859 | 1,933 | Shares | Other | 2024-11-12 | |
| 2024-06-30 PHDG | $70,068 | 1,873 | Shares | Other | 2024-08-12 | |
| 2024-03-31 PHDG | $65,615 | 1,784 | Shares | Other | 2024-05-15 | |
| 2023-12-31 PHDG | $61,100 | 1,785 | Shares | Other | 2024-02-13 | |
| 2023-09-30 PHDG | $159,227 | 5,110 | Shares | Other | 2023-11-13 | |
| 2023-06-30 PHDG | $191,332 | 5,744 | Shares | Other | 2023-08-10 | |
| 2023-03-31 PHDG | $188,246 | 5,727 | Shares | Other | 2023-05-12 | |
| 2022-12-31 PHDG | $193,034 | 5,980 | Shares | Other | 2023-02-13 | |
| 2022-09-30 PHDG | $279,057 | 8,210 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||