Sutton Wealth Advisors Inc. Invesco Fd Tr Ii Fundamental H Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Invesco Fd Tr Ii Fundamental H stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 14 shares of PHB stock, worth $253. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 14 -0.0%

Holding current value

$253

Previous $245,000 2.45%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Nov 07, 2023	SELL	$18.01 - $19.4 $720 - $776	-40 Reduced 74.07%	14 $257,000
Q3 2020 Nov 07, 2023	SELL	$18.17 - $18.95 $472 - $492	-26 Reduced 32.5%	54 $1.01 Million
Q1 2020 Nov 07, 2023	SELL	$15.07 - $19.34 $1,205 - $1,547	-80 Reduced 50.0%	80 $1.33 Million
Q1 2019 Nov 06, 2023	BUY	N/A	80 Added 100.0%	160 $2.99 Million
Q2 2018 Nov 06, 2023	BUY	N/A	14 Added 21.21%	80 $1.47 Million
Q3 2017 Nov 06, 2023	BUY	N/A	1 Added 1.54%	66 $1.26 Million
Q2 2017 Nov 06, 2023	SELL	N/A	-4 Reduced 5.8%	65 $1.24 Million
Q1 2017 Nov 06, 2023	BUY	N/A	5 Added 7.81%	69 $1.29 Million
Q4 2016 Nov 06, 2023	BUY	N/A	1 Added 1.59%	64 $1.2 Million
Q3 2016 Nov 06, 2023	BUY	N/A	1 Added 1.61%	63 $1.19 Million
Q1 2016 Nov 06, 2023	BUY	N/A	62	62 $1.1 Million

Others Institutions Holding PHB

# of Institutions

126

Shares Held

14.8M

Call Options Held

Put Options Held

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About INVESCO FD TR II FUNDAMENTAL H

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Sutton Wealth Advisors Inc. Invesco Fd Tr Ii Fundamental H Transaction History