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Invesco Exchng Traded Fd Tr ftse rafi sml shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Invesco Exchng Traded Fd Tr ftse rafi sml

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr ftse rafi sml held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr ftse rafi sml by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8k 51 35.16

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

Top funds holding Invesco Exchng Traded Fd Tr ftse rafi sml

Charles Schwab Investment Management
Susquehanna International
Jane Street
Invesco
Cutler Investment Counsel
Opes Wealth Management
HighTower Advisors
Droms Strauss Advisors
Captrust Financial Advisors
KWB Wealth
Flow Traders US
Wade Financial Advisory
Creative Planning
Royal Bank of Canada
Studio Investment Management

View all funds holding Invesco Exchng Traded Fd Tr ftse rafi sml