Polaris Wealth Advisory Group, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding PHB
# of Institutions
126Shares Held
14.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.63MShares$29.8 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA1.54MShares$28.3 Million0.44% of portfolio
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Invesco Ltd. Atlanta, GA1.46MShares$26.7 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.28MShares$23.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC751KShares$13.8 Million0.01% of portfolio