A detailed history of Golden State Wealth Management, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,035 shares of PHB stock, worth $18,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,035
Previous 2,070 50.0%
Holding current value
$18,692
Previous $37,000 50467.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 24, 2025

SELL
$18.01 - $18.31 $18,640 - $18,950
-1,035 Reduced 50.0%
1,035 $18.7 Million
Q1 2025

Apr 23, 2025

BUY
$18.01 - $18.31 $37,280 - $37,901
2,070 New
2,070 $37,000

Others Institutions Holding PHB

About INVESCO FD TR II FUNDAMENTAL H


  • Ticker PHB
  • Sector ETFs
  • Industry ETFs
More about PHB
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.