A detailed history of Wealthsource Partners, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 36,977 shares of PDN stock, worth $1.17 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
36,977
Previous 38,400 3.71%
Holding current value
$1.17 Million
Previous $1.13 Million 5.91%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$27.78 - $32.51 $39,530 - $46,261
-1,423 Reduced 3.71%
36,977 $1.2 Million
Q3 2023

Nov 09, 2023

BUY
$29.49 - $32.26 $737 - $806
25 Added 0.07%
38,400 $1.13 Million
Q2 2023

Aug 14, 2023

BUY
$30.16 - $31.85 $995 - $1,051
33 Added 0.09%
38,375 $1.18 Million
Q1 2023

May 15, 2023

BUY
$29.55 - $32.26 $738 - $806
25 Added 0.07%
38,342 $1.19 Million
Q4 2022

Feb 09, 2023

BUY
$25.44 - $30.38 $24,575 - $29,347
966 Added 2.59%
38,317 $1.13 Million
Q3 2022

Nov 14, 2022

SELL
$25.55 - $31.45 $122,103 - $150,299
-4,779 Reduced 11.34%
37,351 $957,000
Q2 2022

Aug 10, 2022

SELL
$28.89 - $35.0 $258,305 - $312,935
-8,941 Reduced 17.51%
42,130 $1.23 Million
Q1 2022

May 09, 2022

BUY
$32.41 - $37.18 $473,250 - $542,902
14,602 Added 40.04%
51,071 $1.76 Million
Q4 2021

Feb 14, 2022

BUY
$35.57 - $39.02 $42,826 - $46,980
1,204 Added 3.41%
36,469 $1.34 Million
Q3 2021

Nov 18, 2021

BUY
$37.05 - $39.82 $407 - $438
11 Added 0.03%
35,265 $1.33 Million
Q2 2021

Nov 18, 2021

BUY
$36.96 - $39.61 $151,351 - $162,202
4,095 Added 13.14%
35,254 $1.35 Million
Q1 2021

Jun 21, 2021

BUY
$34.59 - $37.23 $1.08 Million - $1.16 Million
31,159 New
31,159 $1.14 Million

Others Institutions Holding PDN

About INVESCO FD TR


  • Ticker PDN
  • Sector ETFs
  • Industry ETFs
More about PDN
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.