C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Invesco Act Mge Et Cmdt Fd Tr Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$12.74 - $14.23 $445,339 - $497,423	-34,956 Reduced 13.22%	229,407 $7.91 Billion
Q3 2024 Oct 08, 2024	BUY	$12.67 - $14.36 $3.35 Million - $3.8 Million	264,363 New	264,363 $3.55 Billion
Q2 2023 Jul 21, 2023	BUY	$13.23 - $14.66 $685,988 - $760,135	51,851 New	51,851 $705 Million

Others Institutions Holding PDBC

# of Institutions

455

Shares Held

280M

Call Options Held

4.3K

Put Options Held

1.1K

Wells Fargo & Company San Francisco, CA

122M
Shares

$1.67 Billion
0.37% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

28.1M
Shares

$387 Million
1.24% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$251 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$219 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

6.5M
Shares

$89.5 Million
3.05% of portfolio

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