Summit Financial Strategies, Inc. Invesco Fd Tr Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Invesco Fd Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 7,951 shares of PDN stock, worth $325,354. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,951
Previous 8,069 1.46%
Holding current value
$325,354
Previous $314,000 3.82%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$38.58 - $41.85 $4,552 - $4,938
-118 Reduced 1.46%
7,951 $326,000
Q2 2025

Jul 17, 2025
BUY
$30.37 - $38.92 $7,228 - $9,262
238 Added 3.04%
8,069 $314,000
Q1 2025

May 12, 2025
SELL
$31.2 - $34.9 $7,425 - $8,306
-238 Reduced 2.95%
7,831 $262,000
Q2 2023

Jul 21, 2023
SELL
$30.16 - $31.85 $9,048 - $9,555
-300 Reduced 3.58%
8,069 $248,000
Q1 2022

May 04, 2022
SELL
$32.41 - $37.18 $37,725 - $43,277
-1,164 Reduced 12.21%
8,369 $289,000
Q3 2021

Nov 10, 2021
SELL
$37.05 - $39.82 $12,300 - $13,220
-332 Reduced 3.37%
9,533 $358,000
Q2 2021

Aug 11, 2021
BUY
$36.96 - $39.61 $364,610 - $390,752
9,865 New
9,865 $378,000
Q1 2020

May 11, 2020
SELL
$20.1 - $32.25 $141,463 - $226,975
-7,038 Closed
0 $0
Q1 2019

May 14, 2019
SELL
$27.46 - $30.38 $6,562 - $7,260
-239 Reduced 3.28%
7,038 $210,000
Q2 2018

Aug 06, 2018
BUY
$32.95 - $35.44 $239,777 - $257,896
7,277 New
7,277 $241,000

Others Institutions Holding PDN

# of Institutions
113
Shares Held
5.36M
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
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