Root Financial Partners, LLC Invesco Fd Tr Ii Fundamental H Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Root Financial Partners, LLC holds 173 shares of PHB stock, worth $3,209. This represents 0.0% of its overall portfolio holdings.
Number of Shares
173Holding current value
$3,209% of portfolio
0.0%Shares
1 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
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Pfs Investments Inc. Duluth, GA1.54MShares$28.6 Million0.44% of portfolio
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Lpl Financial LLC Fort Mill, SC941KShares$17.4 Million0.01% of portfolio
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Evergreen Capital Management LLC Bellevue, WA650KShares$12 Million0.31% of portfolio
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Invesco Ltd. Atlanta, GA635KShares$11.8 Million0.0% of portfolio