Three Bridge Wealth Advisors, LLC Invesco Fd Tr Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 8,777 shares of PDN stock, worth $288,851. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,777
Previous 10,539
16.72%
Holding current value
$288,851
Previous $346,000
18.21%
% of portfolio
0.11%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding PDN
# of Institutions
104Shares Held
11.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA8.45MShares$278 Million0.05% of portfolio
-
Cutler Investment Counsel LLC321KShares$10.6 Million1.41% of portfolio
-
Invesco Ltd. Atlanta, GA222KShares$7.3 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA202KShares$6.66 Million1.38% of portfolio
-
High Tower Advisors, LLC Chicago, IL191KShares$6.28 Million0.01% of portfolio