Richard W. Paul & Associates, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Richard W. Paul & Associates, LLC
- $293 Billion
- Q3 2025
A detailed history of Richard W. Paul & Associates, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 712 shares of PHB stock, worth $13,207. This represents 0.0% of its overall portfolio holdings.
Number of Shares
712
Previous 712
-0.0%
Holding current value
$13,207
Previous $13.1 Million
0.65%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PHB
# of Institutions
123Shares Held
12.1MCall Options Held
17KPut Options Held
0-
Wells Fargo & Company San Francisco, CA1.57MShares$29 Million0.01% of portfolio
-
Pfs Investments Inc. Duluth, GA1.54MShares$28.6 Million0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC941KShares$17.4 Million0.01% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA650KShares$12 Million0.31% of portfolio
-
Invesco Ltd. Atlanta, GA635KShares$11.8 Million0.0% of portfolio