Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Fd Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$30.93 - $33.01 $61 - $66	2 New	2 $0
Q4 2021 Feb 14, 2022	SELL	$35.57 - $39.02 $18,211 - $19,978	-512 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$37.05 - $39.82 $18,969 - $20,387	512 New	512 $19,000

Others Institutions Holding PDN

# of Institutions

104

Shares Held

11.2M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

8.45M
Shares

$278 Million
0.05% of portfolio
Cutler Investment Counsel LLC

321K
Shares

$10.6 Million
1.41% of portfolio
Invesco Ltd. Atlanta, GA

222K
Shares

$7.3 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

202K
Shares

$6.66 Million
1.38% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.28 Million
0.01% of portfolio

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