First Personal Financial Services Invesco Fd Tr Transaction History
First Personal Financial Services
- $431 Million
- Q1 2024
Shares
2 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