Purchases and Sales Made in Q4 2024 in Invesco Fd Tr Ii Fundamental H (PHB)
This table provides information about the institutional ownership of Invesco Fd Tr Ii Fundamental H (PHB) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO FD TR II FUNDAMENTAL H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
55.1KNew |
$994K - $1.02M
|
55.1K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
16.1KNew |
$291K - $299K
|
16.1K
$294K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
14.4K+ 37.24% |
$260K - $267K
|
53.2K
$969K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.4K+ 4.81% |
$170K - $174K
|
205K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.89K+ 11.61% |
$106K - $109K
|
56.6K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.86K+ 3.13% |
$106K - $109K
|
193K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
120+ 1.08% |
$2.16K - $2.22K
|
11.2K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$325 - $334
|
12.8K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.05% |
$26.6K - $27.4K
|
47K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.44K- 2.8% |
$62.1K - $63.8K
|
119K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.25K- 20.83% |
$76.7K - $78.9K
|
16.2K
$294K
|