Invesco unit investment shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $28k | 1.5k | 18.54 |
| 2023-12-31 | $28k | 1.5k | 18.46 |
| 2023-09-30 | $25k | 1.5k | 16.71 |
| 2023-06-30 | $28k | 1.5k | 18.05 |
| 2023-03-31 | $27k | 1.5k | 17.83 |
| 2022-12-31 | $25k | 1.5k | 16.72 |
| 2022-09-30 | $23k | 1.5k | 15.12 |
| 2022-06-30 | $26k | 1.5k | 17.09 |
| 2022-03-31 | $30k | 1.5k | 19.72 |
| 2021-12-31 | $28k | 1.5k | 18.41 |
| 2021-09-30 | $27k | 1.5k | 17.75 |
| 2021-06-30 | $27k | 1.5k | 17.75 |
| 2021-03-31 | $25k | 1.5k | 16.44 |
More positions owned by Center for Financial Planning
View all positions for Center for Financial Planning