Mb Generational Wealth, LLC Invesco Fd Tr Transaction History

Mb Generational Wealth, LLC

$136 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$30.93 - $33.01 $449,907 - $480,163	14,546 New	14,546 $205 Million

Others Institutions Holding PDN

# of Institutions

108

Shares Held

8.27M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

5.76M
Shares

$195 Million
0.03% of portfolio
Invesco Ltd. Atlanta, GA

503K
Shares

$17.1 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

204K
Shares

$6.92 Million
1.33% of portfolio
Cutler Investment Counsel LLC

197K
Shares

$6.67 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.47 Million
0.01% of portfolio

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