Hhm Wealth Advisors, LLC Invesco Actively Mngd ETF Tr S Transaction History
Hhm Wealth Advisors, LLC
- $604 Million
- Q1 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Invesco Actively Mngd ETF Tr S stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 3,052 shares of PHDG stock, worth $115,121. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,052
Previous 4,372
30.19%
Holding current value
$115,121
Previous $149,000
24.83%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PHDG
# of Institutions
49Shares Held
2.25MCall Options Held
0Put Options Held
0-
Asset Allocation Strategies LLC Farmington, MI398KShares$15 Million5.17% of portfolio
-
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