Modern Wealth Management, LLC Invesco Fd Tr Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 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 39,687 shares of PDN stock, worth $1.65 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,687
Previous 44,988
11.78%
Holding current value
$1.65 Million
Previous $1.51 Million
2.52%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PDN
# of Institutions
108Shares Held
5.36MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA2.61MShares$108 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA245KShares$10.2 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA200KShares$8.29 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC190KShares$7.91 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL186KShares$7.71 Million0.01% of portfolio