Asset Dedication, LLC Invesco Exchange Traded Fd Tr Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
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 5,973 shares of PFI stock, worth $308,147. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,973
Previous 5,973
-0.0%
Holding current value
$308,147
Previous $340,000
6.18%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PFI
# of Institutions
41Shares Held
897KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL283KShares$14.6 Million1.59% of portfolio
-
Janney Montgomery Scott LLC118KShares$6.09 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC57.3KShares$2.95 Million0.0% of portfolio
-
Morgan Stanley New York, NY44.2KShares$2.28 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN44.2KShares$2.28 Million0.23% of portfolio