Asset Allocation Strategies LLC Invesco Actively Mngd ETF Tr S Transaction History
Asset Allocation Strategies LLC
- $283 Billion
- Q1 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 397,693 shares of PHDG stock, worth $15 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
397,693
Previous 406,337
2.13%
Holding current value
$15 Million
Previous $13.9 Billion
5.16%
% of portfolio
5.17%
Previous 5.43%
Shares
6 transactions
Others Institutions Holding PHDG
# of Institutions
49Shares Held
2.25MCall Options Held
0Put Options Held
0-
First Premier Bank369KShares$13.9 Million3.59% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.99 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.39 Million3.38% of portfolio
-
Philip James Wealth Mangement, LLC Milton, GA104KShares$3.91 Million2.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC93.4KShares$3.52 Million0.0% of portfolio