Geo Wealth Management, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,706 shares of PHB stock, worth $48,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,706

Holding current value

$48,951

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$17.93 - $18.61 $48,518 - $50,358	2,706 New	2,706 $50,000

Others Institutions Holding PHB

# of Institutions

126

Shares Held

14.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.63M
Shares

$29.5 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

1.54M
Shares

$27.9 Million
0.44% of portfolio
Invesco Ltd. Atlanta, GA

1.46M
Shares

$26.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.28M
Shares

$23.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

751K
Shares

$13.6 Million
0.01% of portfolio

View Full List

About INVESCO FD TR II FUNDAMENTAL H

Ticker PHB
Sector ETFs
Industry ETFs

More about PHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Invesco Fd Tr Ii Fundamental H Transaction History