Jfs Wealth Advisors, LLC Invesco Fd Tr Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
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 8,752 shares of PDN stock, worth $339,927. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,752
Previous 9,036
3.14%
Holding current value
$339,927
Previous $302,000
12.58%
% of portfolio
0.02%
Previous 0.02%
Shares
29 transactions
Others Institutions Holding PDN
# of Institutions
110Shares Held
8.14MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA5.51MShares$214 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA462KShares$17.9 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA200KShares$7.75 Million1.41% of portfolio
-
High Tower Advisors, LLC Chicago, IL187KShares$7.28 Million0.01% of portfolio
-
Cutler Investment Counsel LLC115KShares$4.48 Million0.51% of portfolio