Wealthspire Advisors, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 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 33,174 shares of PHB stock, worth $617,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,174
Previous 35,498 6.55%
Holding current value
$617,368
Previous $641,000 4.52%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$17.5 - $18.46 $40,670 - $42,901
-2,324 Reduced 6.55%
33,174 $612,000
Q4 2024

Feb 03, 2025
BUY
$18.04 - $18.54 $640,383 - $658,132
35,498 New
35,498 $641,000

Others Institutions Holding PHB

# of Institutions
129
Shares Held
11.9M
Call Options Held
16.4K
Put Options Held
19K
View Full List

About INVESCO FD TR II FUNDAMENTAL H

PHB Quotes by TradingView
  • Ticker PHB
  • Sector ETFs
  • Industry ETFs
More about PHB
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