Code Waechter LLC Invesco Fd Tr Ii Fundamental H Transaction History

Code Waechter LLC

  • $153 Million
  • Q3 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 12,297 shares of PHB stock, worth $228,109. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,297
Previous 11,993 2.53%
Holding current value
$228,109
Previous $221,000 3.17%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$18.32 - $18.72 $5,569 - $5,690
304 Added 2.53%
12,297 $228,000
Q2 2025

Aug 05, 2025
SELL
$17.5 - $18.46 $157,185 - $165,807
-8,982 Reduced 42.82%
11,993 $221,000
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
123
Shares Held
12.1M
Call Options Held
17K
Put Options Held
0
View Full List

About INVESCO FD TR II FUNDAMENTAL H

PHB Quotes by TradingView
  • Ticker PHB
  • Sector ETFs
  • Industry ETFs
More about PHB
Track This Portfolio

Track Code Waechter LLC Portfolio

Follow Code Waechter LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Code Waechter LLC, based on Form 13F filings with the SEC.

News

Stay updated on Code Waechter LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email