Piershale Financial Group, Inc. Invesco Fd Tr Ii Fundamental H Transaction History

Piershale Financial Group, Inc.

$157 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 18, 2019	SELL	N/A	-61,064 Closed	0 $0
Q4 2018 Jan 22, 2019	BUY	N/A	61,064 New	61,064 $1.08 Million

Others Institutions Holding PHB

# of Institutions

124

Shares Held

12M

Call Options Held

17K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.57M
Shares

$29 Million
0.01% of portfolio
Pfs Investments Inc. Duluth, GA

1.54M
Shares

$28.6 Million
0.44% of portfolio
Lpl Financial LLC Fort Mill, SC

941K
Shares

$17.4 Million
0.01% of portfolio
Evergreen Capital Management LLC Bellevue, WA

650K
Shares

$12 Million
0.31% of portfolio
Invesco Ltd. Atlanta, GA

635K
Shares

$11.8 Million
0.0% of portfolio

About INVESCO FD TR II FUNDAMENTAL H

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