Umb Bank, N.A. Invesco Fd Tr Transaction History

Umb Bank, N.A.

$6.61 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$28.89 - $35.0 $693 - $840	-24 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$35.57 - $39.02 $853 - $936	24 New	24 $1,000

Others Institutions Holding PDN

# of Institutions

119

Shares Held

5.05M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.34M
Shares

$96.5 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

341K
Shares

$14 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

198K
Shares

$8.16 Million
1.44% of portfolio
Lpl Financial LLC Fort Mill, SC

191K
Shares

$7.87 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

185K
Shares

$7.62 Million
0.01% of portfolio

About INVESCO FD TR

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