Kathleen S. Wright Associates Inc. Invesco Fd Tr Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Invesco Fd Tr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 51 shares of PDN stock, worth $1,751. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51
Previous 51
-0.0%
Holding current value
$1,751
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PDN
# of Institutions
108Shares Held
8.27MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA5.76MShares$198 Million0.03% of portfolio
-
Invesco Ltd. Atlanta, GA503KShares$17.3 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA204KShares$7 Million1.33% of portfolio
-
Cutler Investment Counsel LLC197KShares$6.76 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL191KShares$6.55 Million0.01% of portfolio