Wealthsource Partners, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
5 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