Richard W. Paul & Associates, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Richard W. Paul & Associates, LLC
- $277 Billion
- Q2 2025
A detailed history of Richard W. Paul & Associates, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 712 shares of PHB stock, worth $13,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
712
Previous 712
-0.0%
Holding current value
$13,157
Previous $12.9 Million
2.22%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PHB
# of Institutions
128Shares Held
12MCall Options Held
16.4KPut Options Held
19K-
Pfs Investments Inc. Duluth, GA1.54MShares$28.5 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$26.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC925KShares$17.1 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA787KShares$14.5 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA650KShares$12 Million0.31% of portfolio