Pds Planning, Inc Invesco Exchange Traded Fd Tr Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$72.37 - $86.64 $9,190 - $11,003	-127 Reduced 6.17%	1,931 $0
Q3 2022 Nov 02, 2022	SELL	$69.0 - $87.76 $7,590 - $9,653	-110 Reduced 5.07%	2,058 $144,000
Q2 2022 Jul 15, 2022	SELL	$71.91 - $103.73 $11,146 - $16,078	-155 Reduced 6.67%	2,168 $157,000
Q4 2021 Jan 25, 2022	SELL	$85.2 - $96.56 $25,134 - $28,485	-295 Reduced 11.27%	2,323 $220,000
Q3 2021 Oct 22, 2021	SELL	$80.03 - $93.64 $60,342 - $70,604	-754 Reduced 22.36%	2,618 $222,000
Q1 2021 Apr 20, 2021	SELL	$69.7 - $85.21 $101,134 - $123,639	-1,451 Reduced 30.09%	3,372 $280,000
Q4 2020 Jan 21, 2021	BUY	$55.21 - $71.56 $55 - $71	1 Added 0.02%	4,823 $345,000
Q3 2020 Oct 19, 2020	BUY	$50.06 - $59.15 $100 - $118	2 Added 0.04%	4,822 $268,000
Q2 2020 Aug 11, 2020	BUY	$38.42 - $55.7 $115 - $167	3 Added 0.06%	4,820 $246,000
Q1 2020 Apr 20, 2020	SELL	$34.6 - $62.57 $588 - $1,063	-17 Reduced 0.35%	4,817 $198,000
Q4 2019 Feb 07, 2020	SELL	$55.62 - $62.98 $49,168 - $55,674	-884 Reduced 15.46%	4,834 $304,000
Q3 2019 Oct 28, 2019	BUY	$57.15 - $60.16 $43,205 - $45,480	756 Added 15.24%	5,718 $333,000
Q2 2019 Aug 14, 2019	SELL	N/A	-442 Reduced 8.18%	4,962 $298,000
Q1 2019 Apr 19, 2019	SELL	N/A	-875 Reduced 13.94%	5,404 $320,000
Q4 2018 Feb 08, 2019	BUY	N/A	1 Added 0.02%	6,279 $332,000
Q3 2018 Nov 02, 2018	SELL	N/A	-508 Reduced 7.49%	6,278 $432,000
Q2 2018 Jul 27, 2018	BUY	N/A	6,786 New	6,786 $462,000

Others Institutions Holding PYZ

# of Institutions

36

Shares Held

178K

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

42.4K
Shares

$3.75 Million
0.0% of portfolio
Morgan Stanley New York, NY

21.4K
Shares

$1.89 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

14K
Shares

$1.23 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.4K
Shares

$919,203
0.0% of portfolio
Concentric Wealth Management, LLC Lafayette, CA

10.3K
Shares

$909,490
0.21% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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