Pds Planning, Inc Invesco S&P 500 Equal Weight E Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$169.43 - $182.84 $384,097 - $414,498	2,267 New	2,267 $392,000

Others Institutions Holding RSP

# of Institutions

2,226

Shares Held

281M

Call Options Held

11.5M

Put Options Held

15.1M

Morgan Stanley New York, NY

29.1M
Shares

$5.44 Billion
0.35% of portfolio
Northwestern Mutual Wealth Management CO

25.3M
Shares

$4.74 Billion
3.26% of portfolio
Bank Of America Corp Charlotte, NC

21M
Shares

$3.94 Billion
0.28% of portfolio
Invesco Ltd. Atlanta, GA

9.7M
Shares

$1.82 Billion
0.31% of portfolio
Texas Permanent School Fund Austin, TX

9.19M
Shares

$1.72 Billion
85.97% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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