Three Bridge Wealth Advisors, LLC Invesco Fd Tr Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q1 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 10,539 shares of PDN stock, worth $344,519. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,539

Previous 10,520 0.18%

Holding current value

$344,519

Previous $341,000 1.47%

% of portfolio

0.14%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$30.93 - $33.01 $587 - $627	19 Added 0.18%	10,539 $346,000
Q4 2023 Feb 08, 2024	BUY	$27.78 - $32.51 $166 - $195	6 Added 0.06%	10,520 $341,000
Q3 2023 Nov 13, 2023	BUY	$29.49 - $32.26 $176 - $193	6 Added 0.06%	10,514 $310,000
Q2 2023 Jul 28, 2023	SELL	$30.16 - $31.85 $2,593 - $2,739	-86 Reduced 0.81%	10,508 $323,000
Q1 2023 May 11, 2023	SELL	$29.55 - $32.26 $14,420 - $15,742	-488 Reduced 4.4%	10,594 $328,000

Q4 2022 Feb 14, 2023	SELL	$26.97 - $30.38 $26,430 - $29,772	-980 Reduced 8.12%	11,082 $328,000
Q3 2022 Nov 10, 2022	BUY	$26.23 - $31.45 $14,321 - $17,171	546 Added 4.61%	12,390 $317,000
Q2 2022 Nov 10, 2022	BUY	$28.89 - $35.0 $342,173 - $414,540	11,844 New	11,844 $345,000
Q1 2022 Feb 14, 2023	SELL	$32.41 - $37.18 $10,630 - $12,195	-328 Reduced 2.65%	12,062 $416,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About INVESCO FD TR

Ticker PDN
Sector ETFs
Industry ETFs

More about PDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Account

Three Bridge Wealth Advisors, LLC Invesco Fd Tr Transaction History