Cyndeo Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Cyndeo Wealth Partners, LLC

$1.19 Billion
Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,924 shares of PDP stock, worth $486,097. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,924

Previous 10,249 51.96%

Holding current value

$486,097

Previous $876,000 44.52%

% of portfolio

0.04%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$82.37 - $99.29 $438,620 - $528,719	-5,325 Reduced 51.96%	4,924 $486,000
Q4 2023 Jan 12, 2024	SELL	$72.95 - $86.19 $13 Million - $15.4 Million	-178,622 Reduced 94.57%	10,249 $876,000
Q3 2023 Oct 10, 2023	SELL	$76.1 - $82.63 $195,653 - $212,441	-2,571 Reduced 1.34%	188,871 $14.5 Million
Q2 2023 Jul 27, 2023	BUY	$73.46 - $81.03 $4.96 Million - $5.47 Million	67,495 Added 54.45%	191,442 $15.5 Million
Q1 2023 Apr 21, 2023	BUY	$70.27 - $77.48 $576,916 - $636,110	8,210 Added 7.09%	123,947 $9.42 Million

Q4 2022 Jan 25, 2023	BUY	$69.96 - $77.01 $8.1 Million - $8.91 Million	115,737 New	115,737 $0

Others Institutions Holding PDP

# of Institutions

196

Shares Held

7.69M

Call Options Held

3.7K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PDP
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History