Wealthsource Partners, LLC Invesco Fd Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

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 $1.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
36,977
Previous 38,400 3.71%
Holding current value
$1.21 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
$26.97 - $30.38 $26,053 - $29,347
966 Added 2.59%
38,317 $1.13 Million
Q3 2022

Nov 14, 2022
SELL
$26.23 - $31.45 $125,353 - $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

# of Institutions
107
Shares Held
12M
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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