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Invesco Water Resource Port shares owned by Keener Financial Planning

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Keener Financial Planning from 13F filings

Historical chart of Keener Financial Planning investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 600 66.67
2023-12-31 $37k 600 61.67

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Texas Instruments Incorporated (TXN)

View all positions for Keener Financial Planning

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
Commonwealth Equity Services
HighTower Advisors
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Polianta
Advisor Group Holdings
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth
Money Design
CWM
Raymond James Financial Services Advisors

View all funds holding Invesco Water Resource Port