Gitterman Wealth Management, LLC PHO Holdings History
Gitterman Wealth Management, LLC's Invesco Water Resources ETF Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 363,423.00 shares of Invesco Water Resources ETF(PHO), totaling $23.45 Mil. This investment constitutes 6.23% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 1.16% of the outstanding Invesco Water Resources ETF(PHO) stock.
The initial trade took place in 2025Q1. And since then Gitterman Wealth Management, LLC has made 1 purchases of PHO, at an average price of $66.54, for a total of 363,423.00 shares. Based on historical transaction data and PHO's current price of $70.81, Gitterman Wealth Management, LLC's estimated gain on his PHO holdings is $1.55 Mil, reflecting a 6.42% gain to date.
Gitterman Wealth Management, LLC PHO ($70.81) Holding Chart
Gitterman Wealth Management, LLC PHO ($70.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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