Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,798 shares of PDP stock, worth $307,724. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,798

Previous 2,798 -0.0%

Holding current value

$307,724

Previous $273,000 5.49%

% of portfolio

0.12%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$67.78 - $77.01 $94,892 - $107,814	-1,400 Reduced 33.35%	2,798 $0
Q3 2022 Oct 21, 2022	SELL	$66.63 - $78.22 $33,315 - $39,110	-500 Reduced 10.64%	4,198 $284,000
Q4 2021 Jan 18, 2022	SELL	$87.79 - $100.94 $70,232 - $80,752	-800 Reduced 14.55%	4,698 $444,000
Q3 2021 Oct 27, 2021	BUY	$86.96 - $95.19 $452,191 - $494,988	5,200 Added 1744.97%	5,498 $492,000
Q2 2021 Aug 04, 2021	BUY	$81.47 - $89.74 $24,278 - $26,742	298 New	298 $0

Others Institutions Holding PDP

# of Institutions

197

Shares Held

7.05M

Call Options Held

13.4K

Put Options Held

11K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PDP
Sector ETFs
Industry ETFs

More about PDP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History