Ep Wealth Advisors, LLC Invesco Fd Tr Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,021 shares of PDN stock, worth $201,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,021

Holding current value

$201,944

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$31.62 - $34.97 $190,384 - $210,554	6,021 New	6,021 $190,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

8.27M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

5.76M
Shares

$193 Million
0.03% of portfolio
Invesco Ltd. Atlanta, GA

503K
Shares

$16.9 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

204K
Shares

$6.84 Million
1.33% of portfolio
Cutler Investment Counsel LLC

197K
Shares

$6.6 Million
0.79% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.39 Million
0.01% of portfolio

View Full List

About INVESCO FD TR

Ticker PDN
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