Fortis Advisors, LLC Invesco Fd Tr Transaction History

Fortis Advisors, LLC

$133 Million
Q1 2024

A detailed history of Fortis Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Fortis Advisors, LLC holds 401 shares of PDN stock, worth $13,164. This represents 0.01% of its overall portfolio holdings.

Number of Shares

401

Previous 401 -0.0%

Holding current value

$13,164

Previous $13,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$30.16 - $31.85 $12,094 - $12,771	401 New	401 $12,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$289 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.35 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.68 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.73 Million
1.57% of portfolio

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About INVESCO FD TR

Ticker PDN
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Fortis Advisors, LLC Invesco Fd Tr Transaction History