Asset Allocation Strategies LLC Invesco Actively Mngd ETF Tr S Transaction History
Asset Allocation Strategies LLC
- $297 Billion
- Q2 2024
A detailed history of Asset Allocation Strategies LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 387,793 shares of PHDG stock, worth $14.7 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
387,793
Previous 397,693
2.49%
Holding current value
$14.7 Million
Previous $14.6 Billion
0.82%
% of portfolio
4.88%
Previous 5.17%
Shares
7 transactions
Others Institutions Holding PHDG
# of Institutions
52Shares Held
2.38MCall Options Held
0Put Options Held
0-
First Premier Bank354KShares$13.4 Million3.54% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$8.01 Million0.31% of portfolio
-
Financial Enhancement Group LLC Anderson, IN196KShares$7.42 Million1.2% of portfolio
-
January Capital Advisors LLC116KShares$4.4 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA107KShares$4.05 Million2.67% of portfolio