Invesco unit investment shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Invesco unit investment
Tip: Access up to 7 years of quarterly data
All positions including Invesco unit investment held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Invesco unit investment by Principle Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $709k | 38k | 18.54 |
2023-12-31 | $826k | 45k | 18.46 |
2023-09-30 | $748k | 45k | 16.71 |