Wade Financial Advisory, Inc Invesco Fd Tr Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Invesco Fd Tr stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 47,713 shares of PDN stock, worth $1.56 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

47,713

Previous 46,928 1.67%

Holding current value

$1.56 Million

Previous $1.65 Million 8.55%

% of portfolio

0.51%

Previous 0.56%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$31.62 - $34.97 $24,821 - $27,451	785 Added 1.67%	47,713 $1.51 Million
Q3 2024 Oct 28, 2024	SELL	$31.75 - $35.44 $40,576 - $45,292	-1,278 Reduced 2.65%	46,928 $1.65 Million
Q2 2024 Jul 25, 2024	SELL	$31.6 - $33.74 $144,380 - $154,158	-4,569 Reduced 8.66%	48,206 $1.56 Million
Q1 2024 May 13, 2024	SELL	$30.93 - $33.01 $1.01 Million - $1.08 Million	-32,570 Reduced 38.16%	52,775 $1.74 Million
Q4 2023 Feb 09, 2024	SELL	$27.78 - $32.51 $152,234 - $178,154	-5,480 Reduced 6.03%	85,345 $2.77 Million
Q3 2023 Oct 10, 2023	SELL	$29.49 - $32.26 $64,936 - $71,036	-2,202 Reduced 2.37%	90,825 $2.68 Million
Q2 2023 Aug 09, 2023	SELL	$30.16 - $31.85 $58,299 - $61,566	-1,933 Reduced 2.04%	93,027 $2.87 Million
Q1 2023 Apr 07, 2023	SELL	$29.55 - $32.26 $2,718 - $2,967	-92 Reduced 0.1%	94,960 $2.94 Million
Q4 2022 Jan 12, 2023	BUY	$25.44 - $30.38 $1.01 Million - $1.21 Million	39,708 Added 71.75%	95,052 $0
Q3 2022 Oct 26, 2022	SELL	$25.55 - $31.45 $834,360 - $1.03 Million	-32,656 Reduced 37.11%	55,344 $1.42 Million
Q2 2022 Aug 05, 2022	BUY	$28.89 - $35.0 $1.4 Million - $1.69 Million	48,288 Added 121.6%	88,000 $2.56 Million
Q1 2022 Apr 21, 2022	BUY	$32.41 - $37.18 $463,333 - $531,525	14,296 Added 56.25%	39,712 $1.37 Million
Q4 2021 Feb 08, 2022	BUY	$35.57 - $39.02 $22,764 - $24,972	640 Added 2.58%	25,416 $935,000
Q3 2021 Nov 02, 2021	SELL	$37.05 - $39.82 $1,111 - $1,194	-30 Reduced 0.12%	24,776 $931,000
Q2 2021 Jul 29, 2021	BUY	$36.96 - $39.61 $53,592 - $57,434	1,450 Added 6.21%	24,806 $949,000
Q1 2021 Apr 14, 2021	SELL	$34.59 - $37.23 $1,210 - $1,303	-35 Reduced 0.15%	23,356 $855,000
Q3 2020 Nov 03, 2020	SELL	$27.47 - $30.55 $824 - $916	-30 Reduced 0.13%	23,391 $696,000
Q2 2020 Jul 16, 2020	SELL	$21.93 - $29.32 $298,664 - $399,309	-13,619 Reduced 36.77%	23,421 $642,000
Q1 2020 Apr 27, 2020	BUY	$20.1 - $32.25 $592,507 - $950,665	29,478 Added 389.82%	37,040 $855,000
Q4 2019 Feb 11, 2020	BUY	$28.92 - $32.16 $218,693 - $243,193	7,562 New	7,562 $242,000

Others Institutions Holding PDN

# of Institutions

106

Shares Held

8.87M

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 Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Account

Wade Financial Advisory, Inc Invesco Fd Tr Transaction History