Bergan Kdv Wealth Management, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16 shares of PHB stock, worth $296. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 393
95.93%
Holding current value
$296
Previous $6,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PHB
# of Institutions
132Shares Held
19.4MCall Options Held
0Put Options Held
1.1K-
Invesco Ltd. Atlanta, GA6.1MShares$113 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.63MShares$30.2 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA1.54MShares$28.6 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$23.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC796KShares$14.8 Million0.01% of portfolio