Colonial River Wealth Management, LLC Invesco Fd Tr Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 14,524 shares of PDN stock, worth $474,789. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,524
Previous 9,616
51.04%
Holding current value
$474,789
Previous $312,000
52.88%
% of portfolio
0.27%
Previous 0.19%
Shares
14 transactions
Others Institutions Holding PDN
# of Institutions
107Shares Held
12MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA8.81MShares$288 Million0.4% of portfolio
-
Cutler Investment Counsel LLC315KShares$10.3 Million1.39% of portfolio
-
Flow Traders U.S. LLC New York, NY285KShares$9.31 Million0.5% of portfolio
-
Invesco Ltd. Atlanta, GA234KShares$7.64 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA205KShares$6.7 Million1.57% of portfolio