Lord & Richards Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 3,361 shares of PDP stock, worth $353,812. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,361
Previous 4,315
22.11%
Holding current value
$353,812
Previous $464 Million
27.63%
% of portfolio
0.38%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding PDP
# of Institutions
225Shares Held
8.02MCall Options Held
4.6KPut Options Held
2.6K-
Raymond James Financial Inc St. Petersburg, FL682KShares$71.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY680KShares$71.6 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL595KShares$62.7 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA534KShares$56.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC447KShares$47.1 Million0.0% of portfolio