Patriot Financial Group Insurance Agency, LLC Invesco Fd Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 24, 2021	SELL	$37.05 - $39.82 $2,741 - $2,946	-74 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$36.96 - $39.61 $2,735 - $2,931	74 New	74 $3,000

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

View Full List

About INVESCO FD TR

Ticker PDN
Sector ETFs
Industry ETFs

More about PDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account