Whittier Trust CO Invesco Fd Tr Transaction History

Whittier Trust CO

$6.77 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 30, 2020	SELL	$27.47 - $30.55 $796 - $885	-29 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$28.92 - $32.16 $1,561 - $1,736	-54 Reduced 65.06%	29 $1,000
Q3 2019 Oct 18, 2019	BUY	$27.86 - $30.33 $2,312 - $2,517	83 New	83 $2,000

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

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