Opes Wealth Management LLC
Position in PDN — Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
CIK 1766918
MENLO PARK, CA
All Filings in PDN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PDN | $8,142,904 | 198,076 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 PDN | $7,770,027 | 199,641 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 PDN | $6,685,319 | 199,681 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 PDN | $6,444,661 | 203,816 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 PDN | $7,115,203 | 202,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 PDN | $6,590,177 | 203,904 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 PDN | $6,737,736 | 204,919 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 PDN | $6,711,959 | 206,649 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 PDN | $6,336,034 | 214,490 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 PDN | $6,611,528 | 214,660 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 PDN | $6,771,715 | 218,372 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 PDN | $6,728,242 | 227,152 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 PDN | $6,233,653 | 243,407 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 PDN | $7,200,998 | 247,372 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 PDN | $8,594,208 | 249,252 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 PDN | $9,320,378 | 253,340 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 PDN | $9,537,798 | 253,935 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 PDN | $9,964,972 | 260,386 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 PDN | $9,685,458 | 264,630 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 PDN | $9,169,182 | 265,312 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 PDN | $7,964,699 | 267,811 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 PDN | $7,625,721 | 278,108 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||