Rather & Kittrell, Inc. Invesco Fd Tr Transaction History

Rather & Kittrell, Inc.

$321 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$32.41 - $37.18 $49,198 - $56,439	-1,518 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$35.57 - $39.02 $53,995 - $59,232	1,518 New	1,518 $55,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$289 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.35 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.68 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.73 Million
1.57% of portfolio

About INVESCO FD TR

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