Invesco Exchng Traded Fd Tr ftse rafi sml shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Invesco Exchng Traded Fd Tr ftse rafi sml
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr ftse rafi sml by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $572k | 16k | 35.15 |
| 2024-03-31 | $535k | 16k | 32.88 |
| 2023-12-31 | $539k | 17k | 32.48 |
| 2023-09-30 | $490k | 17k | 29.54 |
| 2023-06-30 | $511k | 17k | 30.80 |
| 2023-03-31 | $515k | 17k | 31.01 |
| 2022-12-31 | $681k | 23k | 29.62 |
| 2022-09-30 | $588k | 23k | 25.60 |
| 2022-06-30 | $668k | 23k | 29.08 |
| 2022-03-31 | $792k | 23k | 34.48 |
| 2021-12-31 | $845k | 23k | 36.78 |
| 2021-09-30 | $862k | 23k | 37.52 |
| 2021-06-30 | $879k | 23k | 38.26 |
| 2021-03-31 | $840k | 23k | 36.56 |
| 2020-12-31 | $793k | 23k | 34.52 |
| 2020-09-30 | $684k | 23k | 29.73 |
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