Asset Dedication, LLC Invesco Exchange Traded Fd Tr Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 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 $339,803. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,973
Previous 5,973
-0.0%
Holding current value
$339,803
Previous $319,000
5.96%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding PFI
# of Institutions
36Shares Held
1.32MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC555KShares$31.5 Million0.14% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL282KShares$16 Million1.84% of portfolio
-
Janney Montgomery Scott LLC102KShares$5.78 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC54.9KShares$3.12 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN45.8KShares$2.61 Million0.23% of portfolio