Wade Financial Advisory, Inc Invesco Fd Tr Transaction History
Wade Financial Advisory, Inc
- $274 Million
- Q1 2024
A detailed history of Wade Financial Advisory, Inc transactions in Invesco Fd Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 52,775 shares of PDN stock, worth $1.73 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
52,775
Previous 85,345
38.16%
Holding current value
$1.73 Million
Previous $2.77 Million
37.41%
% of portfolio
0.63%
Previous 1.05%
Shares
17 transactions
Others Institutions Holding PDN
# of Institutions
107Shares Held
12MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA8.81MShares$288 Million0.4% of portfolio
-
Cutler Investment Counsel LLC315KShares$10.3 Million1.39% of portfolio
-
Flow Traders U.S. LLC New York, NY285KShares$9.31 Million0.5% of portfolio
-
Invesco Ltd. Atlanta, GA234KShares$7.64 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA205KShares$6.7 Million1.57% of portfolio