Revolve Wealth Partners, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Revolve Wealth Partners, LLC

  • $579 Million
  • Q2 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 270,751 shares of PHB stock, worth $5 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
270,751
Previous 243,351 11.26%
Holding current value
$5 Million
Previous $4.41 Million 10.29%
% of portfolio
0.84%
Previous 0.79%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$17.74 - $18.14 $486,075 - $497,036
27,400 Added 11.26%
270,751 $4.87 Million
Q1 2024

Apr 15, 2024
BUY
$17.95 - $18.2 $97,414 - $98,771
5,427 Added 2.28%
243,351 $4.41 Million
Q4 2023

Jan 12, 2024
BUY
$16.83 - $18.21 $313,559 - $339,270
18,631 Added 8.5%
237,924 $4.31 Million
Q3 2023

Oct 10, 2023
BUY
$17.06 - $17.67 $402,053 - $416,428
23,567 Added 12.04%
219,293 $3.75 Million
Q2 2023

Jul 20, 2023
BUY
$17.19 - $17.6 $325,492 - $333,256
18,935 Added 10.71%
195,726 $3.42 Million
Q1 2023

Apr 06, 2023
BUY
$17.02 - $17.77 $295,807 - $308,842
17,380 Added 10.9%
176,791 $3.1 Million
Q4 2022

Jan 17, 2023
BUY
$16.5 - $17.54 $612,777 - $651,400
37,138 Added 30.37%
159,411 $0
Q3 2022

Oct 12, 2022
BUY
$16.37 - $17.87 $88,365 - $96,462
5,398 Added 4.62%
122,273 $2.01 Million
Q2 2022

Jul 11, 2022
BUY
$16.74 - $18.47 $99,469 - $109,748
5,942 Added 5.36%
116,875 $1.97 Million
Q1 2022

Apr 19, 2022
BUY
$18.01 - $19.4 $216,822 - $233,556
12,039 Added 12.17%
110,933 $2.04 Million
Q4 2021

Feb 04, 2022
BUY
$19.11 - $19.56 $1.89 Million - $1.93 Million
98,894 New
98,894 $1.92 Million

Others Institutions Holding PHB

# of Institutions
132
Shares Held
19.4M
Call Options Held
0
Put Options Held
1.1K
View Full List

About INVESCO FD TR II FUNDAMENTAL H

PHB Quotes by TradingView
  • Ticker PHB
  • Sector ETFs
  • Industry ETFs
More about PHB
Track This Portfolio

Track Revolve Wealth Partners, LLC Portfolio

Follow Revolve Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Revolve Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Revolve Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email