Kwb Wealth Invesco Fd Tr Transaction History
Kwb Wealth
- $734 Million
- Q2 2024
A detailed history of Kwb Wealth transactions in Invesco Fd Tr stock. As of the latest transaction made, Kwb Wealth holds 61,620 shares of PDN stock, worth $2.1 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
61,620
Previous 64,485
4.44%
Holding current value
$2.1 Million
Previous $2.12 Million
6.08%
% of portfolio
0.27%
Previous 0.29%
Shares
14 transactions
Others Institutions Holding PDN
# of Institutions
101Shares Held
11.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA8.45MShares$289 Million0.05% of portfolio
-
Cutler Investment Counsel LLC321KShares$11 Million1.41% of portfolio
-
Invesco Ltd. Atlanta, GA222KShares$7.57 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA204KShares$6.97 Million1.38% of portfolio
-
High Tower Advisors, LLC Chicago, IL191KShares$6.52 Million0.01% of portfolio