Merriman Wealth Management, LLC Invesco Fd Tr Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 126,163 shares of PDN stock, worth $4.08 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
126,163
Previous 127,940
1.39%
Holding current value
$4.08 Million
Previous $4.16 Million
0.17%
% of portfolio
0.19%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding PDN
# of Institutions
107Shares Held
12MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA8.81MShares$285 Million0.4% of portfolio
-
Cutler Investment Counsel LLC315KShares$10.2 Million1.39% of portfolio
-
Flow Traders U.S. LLC New York, NY285KShares$9.21 Million0.5% of portfolio
-
Invesco Ltd. Atlanta, GA234KShares$7.56 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA205KShares$6.63 Million1.57% of portfolio