Institute For Wealth Management, Llc. Invesco Fd Tr Ii Fundamental H Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding PHB
# of Institutions
134Shares Held
11.8MCall Options Held
57.2KPut Options Held
116K-
Pfs Investments Inc. Duluth, GA1.54MShares$28.1 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$25.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$15.4 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA788KShares$14.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY389KShares$7.08 Million0.0% of portfolio