Valley National Advisers Inc Invesco Fd Tr Transaction History

Valley National Advisers Inc

$662 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$26.97 - $30.38 $14,348 - $16,162	-532 Reduced 39.73%	807 $24,000
Q3 2022 Nov 08, 2022	BUY	$26.23 - $31.45 $35,121 - $42,111	1,339 New	1,339 $35,000

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

$288 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

$9.31 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.64 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.7 Million
1.57% of portfolio

About INVESCO FD TR

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