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Invesco unit investment shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 76k 18.46
2023-09-30 $1.3M 76k 16.71
2023-06-30 $1.4M 76k 18.05
2023-03-31 $1.4M 80k 17.83
2022-12-31 $1.3M 80k 16.72
2022-09-30 $1.3M 82k 15.25
2022-06-30 $1.5M 87k 17.12
2022-03-31 $1.6M 82k 19.62
2021-12-31 $1.5M 82k 18.45
2021-09-30 $1.4M 82k 17.57
2021-06-30 $1.5M 82k 17.67
2021-03-31 $1.4M 82k 16.67
2020-12-31 $1.2M 80k 15.35
2020-09-30 $978k 77k 12.68
2020-06-30 $938k 77k 12.16
2020-03-31 $1.1M 145k 7.55
2019-12-31 $2.7M 158k 17.06
2019-09-30 $2.4M 151k 16.04
2019-06-30 $1.6M 99k 16.33
2019-03-31 $1.5M 91k 15.88
2018-12-31 $1.2M 88k 14.12