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Invesco unit investment shares owned by Sandy Spring Bank

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Sandy Spring Bank from 13F filings

Historical chart of Sandy Spring Bank investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Sandy Spring Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Sandy Spring Bank

Quarter filed Position value Share count Share price at filing
2024-12-31 $501k 27k 18.31
2024-09-30 $542k 27k 19.78
2024-06-30 $491k 27k 17.92
2024-03-31 $656k 35k 18.54
2023-12-31 $653k 35k 18.46

More positions owned by Sandy Spring Bank

Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Amazon (AMZN)
Midcap 400 Spdr Trust Series 1 Utser1 S&pdcrp (MDY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Alphabet Inc-cl C Cap Stk Cl C (GOOG)
Ishares Core S&p Value Etf Core S&p Us Vlu (IUSV)
Ishares Core S&p Us Growth Core S&p Us Gwt (IUSG)

View all positions for Sandy Spring Bank

Top funds holding Invesco unit investment

Morgan Stanley
Wells Fargo & Company
LPL Financial
Kaye Capital Management
Strategic Wealth Partners
UBS Group
Bank of America Corporation
Ameriprise Financial
Advisor Group Holdings
Equitable Holdings
Ronna Sue Cohen
Raymond James Financial
Royal Bank of Canada
Morton Capital Management
Envestnet Asset Management

View all funds holding Invesco unit investment