Creative Planning Invesco Fd Tr Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Invesco Fd Tr stock. As of the latest transaction made, Creative Planning holds 24,737 shares of PDN stock, worth $808,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,737
Previous 23,649 4.6%
Holding current value
$808,652
Previous $768,000 5.86%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$30.93 - $33.01 $33,651 - $35,914
1,088 Added 4.6%
24,737 $813,000
Q4 2023

Feb 14, 2024
SELL
$27.78 - $32.51 $50,420 - $59,005
-1,815 Reduced 7.13%
23,649 $768,000
Q3 2023

Nov 16, 2023
BUY
$29.49 - $32.26 $64,140 - $70,165
2,175 Added 9.34%
25,464 $752,000
Q2 2023

Jul 21, 2023
SELL
$30.16 - $31.85 $54,016 - $57,043
-1,791 Reduced 7.14%
23,289 $717,000
Q1 2023

May 15, 2023
BUY
$29.55 - $32.26 $58,449 - $63,810
1,978 Added 8.56%
25,080 $777,000
Q4 2022

Feb 10, 2023
BUY
$26.97 - $30.38 $190,731 - $214,847
7,072 Added 44.12%
23,102 $684,000
Q3 2022

Nov 03, 2022
SELL
$26.23 - $31.45 $76,407 - $91,613
-2,913 Reduced 15.38%
16,030 $411,000
Q2 2022

Aug 15, 2022
BUY
$28.89 - $35.0 $157,334 - $190,610
5,446 Added 40.35%
18,943 $551,000
Q1 2022

May 16, 2022
BUY
$32.41 - $37.18 $139,362 - $159,874
4,300 Added 46.75%
13,497 $465,000
Q4 2021

Feb 11, 2022
BUY
$35.57 - $39.02 $51,967 - $57,008
1,461 Added 18.89%
9,197 $338,000
Q3 2021

Nov 10, 2021
BUY
$37.05 - $39.82 $32,381 - $34,802
874 Added 12.74%
7,736 $291,000
Q2 2021

Aug 04, 2021
BUY
$36.96 - $39.61 $50,265 - $53,869
1,360 Added 24.72%
6,862 $263,000
Q1 2021

Apr 30, 2021
SELL
$34.59 - $37.23 $37,322 - $40,171
-1,079 Reduced 16.4%
5,502 $201,000
Q4 2020

Jan 29, 2021
BUY
$28.97 - $34.73 $190,651 - $228,558
6,581 New
6,581 $227,000

Others Institutions Holding PDN

# of Institutions
107
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FD TR

PDN Quotes by TradingView
  • Ticker PDN
  • Sector ETFs
  • Industry ETFs
More about PDN
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email