Financial Synergies Wealth Advisors, Inc. Invesco Fd Tr Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Invesco Fd Tr stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 59 shares of PDN stock, worth $1,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
59Holding current value
$1,928% of portfolio
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
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Invesco Ltd. Atlanta, GA234KShares$7.64 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA205KShares$6.7 Million1.57% of portfolio