Valley National Advisers Inc Invesco Fd Tr Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$25.44 - $30.38 $13,534 - $16,162	-532 Reduced 39.73%	807 $24,000
Q3 2022 Nov 08, 2022	BUY	$25.55 - $31.45 $34,211 - $42,111	1,339 New	1,339 $35,000

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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