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Net Worth Est.
$207.5KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$207.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Oppenheimer Funds 403B ⇒ Invesco Cap A Fund [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Oppenheimer Funds 403B ⇒ Invesco Cap A Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Oppenheimer Funds 403B ⇒ Invesco Oppenheimer Discovery Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Oppenheimer Funds 403B ⇒ Invesco Cap A Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Oppenheimer Funds 403B ⇒ Invesco Oppenheimer Discovery Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Oppenheimer Funds 403B ⇒ Invesco Cap A Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Oppenheimer Funds 403B ⇒ Invesco Oppenheimer Discovery Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Oppenheimer Funds 403B ⇒ Invesco Cap A Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Oppenheimer Funds 403B ⇒ Invesco Oppenheimer Discovery Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Oppenheimer Funds 403B ⇒ Invesco Cap A Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Oppenheimer Funds 403B ⇒ Invesco Oppenheimer Discovery Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Invesco Cap A Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- Invesco Oppenheimer Discovery Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Oppenheimer Funds 403B ⇒ Oppenheimer Funds Capital Appreciation A | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Oppenheimer Funds 403B ⇒ Oppenheimer Funds Discovery Funds A | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Oppenheimer Funds 403B ⇒ Oppenheimer Funds Capital Appreciation A | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Oppenheimer Funds 403B ⇒ Oppenheimer Funds Discovery Funds A | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Oppenheimer Funds 403B ⇒ Oppenheimer Funds Capital Appreciation A | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- XCEL Federal Credit Union | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
- Oppenheimer Funds 403B ⇒ Oppenheimer Funds Discovery Funds A | $1,001 - $15,000 | Tax-Deferred | 2014 |
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