Robertson Stephens Wealth Management, LLC Invesco Fd Tr Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 16,278 shares of PDN stock, worth $556,056. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,278
Previous 16,278
-0.0%
Holding current value
$556,056
Previous $572,000
10.14%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding PDN
# of Institutions
107Shares Held
8.27MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA5.76MShares$197 Million0.03% of portfolio
-
Invesco Ltd. Atlanta, GA503KShares$17.2 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA204KShares$6.96 Million1.33% of portfolio
-
Cutler Investment Counsel LLC197KShares$6.72 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL191KShares$6.51 Million0.01% of portfolio