Asset Dedication, LLC Invesco Exchange Traded Fd Tr Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

A detailed history of Asset Dedication, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 791 shares of DJD stock, worth $40,214. This represents 0.0% of its overall portfolio holdings.

Number of Shares

791

Holding current value

$40,214

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$47.17 - $52.59 $37,311 - $41,598	791 New	791 $41,000

Others Institutions Holding DJD

# of Institutions

Shares Held

2.49M

Call Options Held

Put Options Held

Cibc World Market Inc. Toronto, A6

594K
Shares

$30.2 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

568K
Shares

$28.9 Million
0.01% of portfolio
Barry Investment Advisors, LLC

306K
Shares

$15.5 Million
5.0% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

232K
Shares

$11.8 Million
6.8% of portfolio
Bank Of America Corp Charlotte, NC

132K
Shares

$6.71 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker DJD
Sector ETFs
Industry ETFs

More about DJD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Asset Dedication, LLC with notifications on news.

Account