Dynamic Advisor Solutions LLC Invesco Fd Tr Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$31.6 - $33.74 $35,581 - $37,991	-1,126 Reduced 5.28%	20,194 $652,000
Q1 2024 Apr 12, 2024	SELL	$30.93 - $33.01 $4,392 - $4,687	-142 Reduced 0.66%	21,320 $701,000
Q4 2023 Jan 10, 2024	SELL	$27.78 - $32.51 $274,271 - $320,971	-9,873 Reduced 31.51%	21,462 $697,000
Q3 2023 Oct 10, 2023	BUY	$29.49 - $32.26 $11,501 - $12,581	390 Added 1.26%	31,335 $925,000
Q2 2023 Aug 03, 2023	BUY	$30.16 - $31.85 $933,301 - $985,598	30,945 New	30,945 $953,000

Q1 2022 Apr 11, 2022	SELL	$32.41 - $37.18 $180,296 - $206,832	-5,563 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$35.57 - $39.02 $5,264 - $5,774	148 Added 2.73%	5,563 $205,000
Q3 2021 Oct 28, 2021	BUY	$37.05 - $39.82 $3,519 - $3,782	95 Added 1.79%	5,415 $203,000
Q2 2021 Aug 10, 2021	BUY	$36.96 - $39.61 $196,627 - $210,725	5,320 New	5,320 $204,000

Others Institutions Holding PDN

# of Institutions

120

Shares Held

5.05M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.34M
Shares

$96.5 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

341K
Shares

$14 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

198K
Shares

$8.16 Million
1.44% of portfolio
Lpl Financial LLC Fort Mill, SC

191K
Shares

$7.87 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

185K
Shares

$7.62 Million
0.01% of portfolio

About INVESCO FD TR

Ticker PDN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.