Kathleen S. Wright Associates Inc. Invesco Fd Tr Transaction History

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$31.75 - $35.44 $1,619 - $1,807	51 New	51 $1,000

Others Institutions Holding PDN

# of Institutions

109

Shares Held

8.26M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

5.76M
Shares

$202 Million
0.03% of portfolio
Invesco Ltd. Atlanta, GA

503K
Shares

$17.7 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

204K
Shares

$7.16 Million
1.33% of portfolio
Cutler Investment Counsel LLC

197K
Shares

$6.91 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.7 Million
0.01% of portfolio

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