A detailed history of Ameritas Advisory Services, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 3,990 shares of PHB stock, worth $74,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,990
Previous 6,997 42.98%
Holding current value
$74,014
Previous $129,000 42.64%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$18.32 - $18.72 $55,088 - $56,291
-3,007 Reduced 42.98%
3,990 $74,000
Q2 2025

Jul 21, 2025

BUY
$17.5 - $18.46 $122,447 - $129,164
6,997 New
6,997 $129,000
Q1 2023

Apr 28, 2023

BUY
$17.02 - $17.77 $148,193 - $154,723
8,707 New
8,707 $152,000
Q1 2022

May 04, 2022

SELL
$18.01 - $19.4 $459,813 - $495,301
-25,531 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$19.11 - $19.56 $487,897 - $499,386
25,531 New
25,531 $496,000

Others Institutions Holding PHB

About INVESCO FD TR II FUNDAMENTAL H


  • Ticker PHB
  • Sector ETFs
  • Industry ETFs
More about PHB
Track This Portfolio

Track Ameritas Advisory Services, LLC Portfolio

Follow Ameritas Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.