Robertson Stephens Wealth Management, LLC Invesco Fd Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 16,278 shares of PDN stock, worth $609,611. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,278
Previous 16,278 -0.0%
Holding current value
$609,611
Previous $514,000 5.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2024
SELL
$30.93 - $33.01 $9,712 - $10,365
-314 Reduced 1.89%
16,278 $535,000
Q1 2023

May 11, 2023
SELL
$29.55 - $32.26 $188,558 - $205,851
-6,381 Reduced 27.78%
16,592 $514,000
Q4 2020

Feb 10, 2021
SELL
$28.97 - $34.73 $927 - $1,111
-32 Reduced 0.14%
22,973 $793,000
Q3 2020

Nov 10, 2020
BUY
$27.47 - $30.55 $631,947 - $702,802
23,005 New
23,005 $684,000

Others Institutions Holding PDN

# of Institutions
111
Shares Held
8.17M
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 Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email