Umb Bank, N.A. Invesco Fd Tr Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$28.89 - $35.0 $693 - $840	-24 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$35.57 - $39.02 $853 - $936	24 New	24 $1,000

Others Institutions Holding PDN

# of Institutions

104

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

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

About INVESCO FD TR

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