Wealthspire Advisors, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Wealthspire Advisors, LLC
- $16.6 Billion
- Q1 2025
A detailed history of Wealthspire Advisors, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 35,498 shares of PHB stock, worth $646,063. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35,498
Previous 35,498
-0.0%
Holding current value
$646,063
Previous $641,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PHB
# of Institutions
134Shares Held
11.8MCall Options Held
57.2KPut Options Held
116K-
Pfs Investments Inc. Duluth, GA1.54MShares$28.1 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$25.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC845KShares$15.4 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA788KShares$14.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY389KShares$7.08 Million0.0% of portfolio