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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Brandywine Oak Private Wealth
View all positions for Brandywine Oak Private Wealth