Jfs Wealth Advisors, LLC Invesco Fd Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 10,330 shares of PDN stock, worth $337,687. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,330
Previous 10,958
5.73%
Holding current value
$337,687
Previous $355,000
4.51%
% of portfolio
0.03%
Previous 0.03%
Shares
24 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