Mbl Wealth, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Mbl Wealth, LLC

  • $830 Million
  • Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Mbl Wealth, LLC holds 310,405 shares of PHB stock, worth $5.62 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
310,405
Previous 314,370 1.26%
Holding current value
$5.62 Million
Previous $5.7 Million 1.26%
% of portfolio
0.68%
Previous 0.75%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$17.95 - $18.2 $71,171 - $72,163
-3,965 Reduced 1.26%
310,405 $5.63 Million
Q4 2023

Jan 18, 2024
BUY
$16.83 - $18.21 $232,169 - $251,206
13,795 Added 4.59%
314,370 $5.7 Million
Q3 2023

Oct 11, 2023
SELL
$17.06 - $17.67 $100,926 - $104,535
-5,916 Reduced 1.93%
300,575 $5.13 Million
Q2 2023

Jul 17, 2023
BUY
$17.19 - $17.6 $5.27 Million - $5.39 Million
306,491 New
306,491 $5.36 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-11,300 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
N/A
11,300 New
11,300 $220,000

Others Institutions Holding PHB

# of Institutions
130
Shares Held
20.7M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FD TR II FUNDAMENTAL H

PHB Quotes by TradingView
  • Ticker PHB
  • Sector ETFs
  • Industry ETFs
More about PHB
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