Summit Financial Strategies, Inc. Invesco Fd Tr Transaction History

Summit Financial Strategies, Inc.

$679 Million
Q1 2024

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 8,069 shares of PDN stock, worth $263,775. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,069

Previous 8,069 -0.0%

Holding current value

$263,775

Previous $262,000 1.15%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

107

Shares Held

12M

Call Options Held

Put Options Held

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About INVESCO FD TR

Ticker PDN
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Summit Financial Strategies, Inc. Invesco Fd Tr Transaction History