A detailed history of Sowell Financial Services LLC transactions in Invesco Db Us Dollar Index Bearish Fund stock. As of the latest transaction made, Sowell Financial Services LLC holds 130,005 shares of UDN stock, worth $2.18 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
130,005
Previous 102,203 27.2%
Holding current value
$2.18 Million
Previous $1.83 Million 34.61%
% of portfolio
0.12%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$17.9 - $19.03 $497,655 - $529,072
27,802 Added 27.2%
130,005 $2.46 Million
Q2 2024

Aug 13, 2024

SELL
$17.65 - $18.18 $9,089 - $9,362
-515 Reduced 0.5%
102,203 $1.83 Million
Q1 2024

May 03, 2024

BUY
$17.84 - $18.29 $476,060 - $488,068
26,685 Added 35.1%
102,718 $1.85 Million
Q4 2023

Jan 24, 2024

BUY
$18.18 - $19.26 $48,904 - $51,809
2,690 Added 3.67%
76,033 $1.4 Million
Q3 2023

Nov 08, 2023

BUY
$18.23 - $19.46 $52,538 - $56,083
2,882 Added 4.09%
73,343 $1.35 Million
Q2 2023

Aug 14, 2023

BUY
$18.53 - $19.09 $1.31 Million - $1.35 Million
70,461 New
70,461 $1.33 Million
Q2 2022

Aug 15, 2022

BUY
$18.27 - $19.62 $197,169 - $211,739
10,792 New
10,792 $295,000
Q2 2021

Aug 05, 2021

SELL
$21.03 - $21.76 $14,594 - $15,101
-694 Closed
0 $0
Q4 2020

Jan 13, 2021

BUY
$20.87 - $21.84 $14,483 - $15,156
694 New
694 $15,000

Others Institutions Holding UDN

About INVESCO DB US DOLLAR INDEX BEARISH FUND


  • Ticker UDN
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 2,700,000
  • Market Cap $45.2M
More about UDN
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.