Summit Financial, LLC PDP Holdings History
Summit Financial, LLC's Invesco DWA Momentum ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 204,941.00 shares of Invesco DWA Momentum ETF(PDP), totaling $20.49 Mil. This investment constitutes 0.57% of their stock portfolio, and Summit Financial, LLC now holds 1.74% of the outstanding Invesco DWA Momentum ETF(PDP) stock.
The initial trade took place in 2025Q1. And since then Summit Financial, LLC has made 1 purchases of PDP, at an average price of $108.03, for a total of 204,941.00 shares. Based on historical transaction data and PDP's current price of $106.92, Summit Financial, LLC's estimated gain on his PDP holdings is $-227,484.51, reflecting a -1.03% gain to date.
Summit Financial, LLC PDP ($106.92) Holding Chart
Summit Financial, LLC PDP ($106.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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