Financial Synergies Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio PDN Stock Details PDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-59	Closed	-$1.94K	–	345
2024 Q1	$1.94K	Buy	+59	New	+$1.89K	﹤0.01%	332
2023 Q4	–	Sell	-59	Closed	-$1.74K	–	526
2023 Q3	$1.74K	Hold	59	–	–	﹤0.01%	316
2023 Q2	$1.82K	Buy	+59	New	+$1.84K	﹤0.01%	301

Other funds holding PDN

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Synergies Wealth Advisors's PDN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2024, closing a stake of 59 shares — an estimated $1.94K sold.

Financial Synergies Wealth Advisors first reported a position in PDN in Q2 2023 and held it in 3 quarters. The position peaked at $1.94K in Q1 2024. 94 funds tracked by Wall St. Rank hold PDN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 59 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2024, an estimated $1.94K.
Financial Synergies Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2023 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1.94K in Q1 2024.
94 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.