Catalyst Private Wealth, LLC Invesco Fd Tr Transaction History

Catalyst Private Wealth, LLC

$143 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$28.97 - $34.73 $3,939 - $4,723	-136 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$27.47 - $30.55 $3,735 - $4,154	136 New	136 $4,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$289 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.35 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.68 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.73 Million
1.57% of portfolio

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