Bergan Kdv Wealth Management, LLC Invesco Fd Tr Ii Fundamental H Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16 shares of PHB stock, worth $292. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 393 95.93%
Holding current value
$292
Previous $6,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$17.19 - $17.6 $6,480 - $6,635
-377 Reduced 95.93%
16 $0
Q1 2023

Apr 27, 2023
BUY
$17.02 - $17.77 $6,416 - $6,699
377 Added 2356.25%
393 $6,000
Q3 2020

Nov 05, 2020
BUY
$18.17 - $18.95 $54 - $56
3 Added 23.08%
16 $0
Q2 2020

Aug 13, 2020
SELL
$16.21 - $18.63 $259 - $298
-16 Reduced 55.17%
13 $0
Q1 2020

Apr 24, 2020
BUY
$15.07 - $19.34 $241 - $309
16 Added 123.08%
29 $0
Q2 2018

Jul 23, 2018
BUY
N/A
13 New
13 $0

Others Institutions Holding PHB

# of Institutions
131
Shares Held
14.1M
Call Options Held
73.6K
Put Options Held
134K
View Full List

About INVESCO FD TR II FUNDAMENTAL H

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