Summit Financial Strategies, Inc.
Position in PDN — Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
CIK 1625246
Columbus, OH
All Filings in PDN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PDN | $283,813 | 6,544 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 PDN | $335,452 | 7,951 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 PDN | $326,865 | 7,951 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 PDN | $314,045 | 8,069 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 PDN | $262,181 | 7,831 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 PDN | $255,141 | 8,069 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 PDN | $283,625 | 8,069 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 PDN | $260,790 | 8,069 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 PDN | $265,308 | 8,069 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 PDN | $262,081 | 8,069 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 PDN | $238,358 | 8,069 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 PDN | $248,525 | 8,069 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 PDN | $259,522 | 8,369 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 PDN | $247,889 | 8,369 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 PDN | $214,330 | 8,369 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 PDN | $243,621 | 8,369 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 PDN | $288,563 | 8,369 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 PDN | $350,719 | 9,533 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 PDN | $358,059 | 9,533 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 PDN | $377,533 | 9,865 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||