Mather Group, Llc. Invesco Fd Tr Transaction History

Mather Group, Llc.

$9.29 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	SELL	$31.75 - $35.44 $3,492 - $3,898	-110 Reduced 68.32%	51 $1,000
Q2 2024 Jul 08, 2024	BUY	$31.6 - $33.74 $5,087 - $5,432	161 New	161 $5,000

Others Institutions Holding PDN

# of Institutions

110

Shares Held

8.14M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

5.51M
Shares

$214 Million
0.04% of portfolio
Invesco Ltd. Atlanta, GA

462K
Shares

$17.9 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

200K
Shares

$7.76 Million
1.38% of portfolio
High Tower Advisors, LLC Chicago, IL

187K
Shares

$7.28 Million
0.01% of portfolio
Cutler Investment Counsel LLC

115K
Shares

$4.48 Million
0.51% of portfolio

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