Kwb Wealth Invesco Fd Tr Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Invesco Fd Tr stock. As of the latest transaction made, Kwb Wealth holds 56,415 shares of PDN stock, worth $2.2 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
56,415
Previous 62,980
10.42%
Holding current value
$2.2 Million
Previous $1.99 Million
4.52%
% of portfolio
0.24%
Previous 0.25%
Shares
17 transactions
Others Institutions Holding PDN
# of Institutions
111Shares Held
8.17MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA5.51MShares$214 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA462KShares$18 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA200KShares$7.77 Million1.38% of portfolio
-
High Tower Advisors, LLC Chicago, IL187KShares$7.29 Million0.01% of portfolio
-
Cutler Investment Counsel LLC136KShares$5.29 Million0.56% of portfolio