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

Kathleen S. Wright Associates Inc.

$256 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PDN

# of Institutions

115

Shares Held

5.19M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.34M
Shares

$96.7 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

341K
Shares

$14.1 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

200K
Shares

$8.24 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

191K
Shares

$7.89 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

185K
Shares

$7.64 Million
0.01% of portfolio

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