Code Waechter LLC Invesco Fd Tr Ii Fundamental H Transaction History

Code Waechter LLC

  • $122 Million
  • Q1 2025

A detailed history of Code Waechter LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Code Waechter LLC holds 20,975 shares of PHB stock, worth $378,598. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,975
Previous 12,064 73.86%
Holding current value
$378,598
Previous $218,000 73.85%
% of portfolio
0.31%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$18.01 - $18.31 $160,487 - $163,160
8,911 Added 73.86%
20,975 $379,000
Q3 2024

Oct 10, 2024
BUY
$17.93 - $18.61 $216,307 - $224,511
12,064 New
12,064 $224,000

Others Institutions Holding PHB

# of Institutions
134
Shares Held
11.8M
Call Options Held
57.2K
Put Options Held
116K
View Full List

About INVESCO FD TR II FUNDAMENTAL H

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