Clearstead Advisors, LLC Invesco Fd Tr Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 281 shares of PDN stock, worth $11,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares

281

Previous 536 47.57%

Holding current value

$11,574

Previous $20,000 45.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$38.58 - $41.85 $9,837 - $10,671	-255 Reduced 47.57%	281 $11,000
Q2 2025 Aug 08, 2025	BUY	$30.37 - $38.92 $5,891 - $7,550	194 Added 56.73%	536 $20,000
Q1 2025 May 13, 2025	BUY	$31.2 - $34.9 $62 - $69	2 Added 0.59%	342 $11,000
Q4 2024 Feb 10, 2025	BUY	$31.62 - $34.97 $94 - $104	3 Added 0.89%	340 $10,000
Q3 2024 Nov 13, 2024	BUY	$31.75 - $35.44 $63 - $70	2 Added 0.6%	337 $11,000

Q2 2024 Aug 09, 2024	BUY	$31.6 - $33.74 $94 - $101	3 Added 0.9%	335 $10,000
Q1 2024 May 14, 2024	SELL	$30.93 - $33.01 $309 - $330	-10 Reduced 2.92%	332 $10,000
Q1 2023 May 09, 2023	SELL	$29.55 - $32.26 $11,997 - $13,097	-406 Reduced 54.28%	342 $10,000
Q2 2022 Aug 12, 2022	BUY	$28.89 - $35.0 $19,356 - $23,450	670 Added 858.97%	748 $22,000
Q2 2020 Aug 11, 2020	BUY	$21.93 - $29.32 $1,710 - $2,286	78 New	78 $2,000

Others Institutions Holding PDN

# of Institutions

120

Shares Held

5.05M

Call Options Held

Put Options Held

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About INVESCO FD TR

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Clearstead Advisors, LLC Invesco Fd Tr Transaction History