Modern Wealth Management, LLC Invesco Fd Tr Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 44,988 shares of PDN stock, worth $1.75 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
44,988
Previous 44,988
-0.0%
Holding current value
$1.75 Million
Previous $1.51 Billion
99.9%
% of portfolio
0.05%
Previous 0.05%
Shares
1 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