Ever Source Wealth Advisors, LLC Invesco Fd Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 96 shares of PDN stock, worth $3,138. This represents 0.0% of its overall portfolio holdings.
Number of Shares
96
Previous 231
58.44%
Holding current value
$3,138
Previous $7,000
57.14%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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