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 5,973 shares of PFI stock, worth $373,372. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,973
Previous 5,973
-0.0%
Holding current value
$373,372
Previous $291,000
13.4%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding PFI
# of Institutions
33Shares Held
751KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL271KShares$16.9 Million1.46% of portfolio
-
Janney Montgomery Scott LLC120KShares$7.49 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC56.8KShares$3.55 Million0.0% of portfolio
-
Morgan Stanley New York, NY39.6KShares$2.47 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN38.8KShares$2.43 Million0.24% of portfolio