Invesco Water Resource Port shares owned by Summit Financial
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Invesco Water Resource Port
Tip: Access up to 7 years of quarterly data
All positions including Invesco Water Resource Port held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco Water Resource Port by Summit Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $601k | 8.5k | 70.54 |
2024-06-30 | $299k | 4.6k | 64.91 |