Institutional & Family Asset Management, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 06, 2021	SELL	$19.14 - $19.53 $1,550 - $1,581	-81 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$18.49 - $19.44 $11,944 - $12,558	-646 Reduced 88.86%	81 $2,000
Q2 2020 Aug 14, 2020	BUY	$16.21 - $18.63 $11,784 - $13,544	727 New	727 $13,000

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

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