Prism Advisors, Inc. PHO Holdings History
Prism Advisors, Inc.'s Invesco Water Resources ETF Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held 163,018.00 shares of Invesco Water Resources ETF(PHO), totaling $11.40 Mil. This investment constitutes 3.25% of their stock portfolio, and Prism Advisors, Inc. now holds 0.52% of the outstanding Invesco Water Resources ETF(PHO) stock.
The initial trade took place in 2023Q3. And since then Prism Advisors, Inc. has made 6 purchases of PHO, at an average price of $66.09, for a total of 206,352.00 shares. In addition, there have been 2 sales at an average price of $66.38 for 43,334.00 shares. Based on historical transaction data and PHO's current price of $70.32, Prism Advisors, Inc.'s estimated gain on his PHO holdings is $702,916.12, reflecting a 5.15% gain to date.
Prism Advisors, Inc. PHO ($70.32) Holding Chart
Prism Advisors, Inc. PHO ($70.32) 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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