Bennett Associates Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
A detailed history of Bennett Associates Wealth Management transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Bennett Associates Wealth Management holds 199,585 shares of PDBC stock, worth $2.8 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
199,585
Previous 212,321
6.0%
Holding current value
$2.8 Million
Previous $2.94 Billion
4.78%
% of portfolio
2.53%
Previous 2.66%
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
441Shares Held
299MCall Options Held
0Put Options Held
105K-
Wells Fargo & Company San Francisco, CA125MShares$1.76 Billion0.43% of portfolio
-
Morgan Stanley New York, NY24.9MShares$349 Million0.03% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24.5MShares$344 Million1.28% of portfolio
-
Personal Capital Advisors Corp15.9MShares$223 Million1.14% of portfolio
-
Goldman Sachs Group Inc New York, NY6.45MShares$90.5 Million0.02% of portfolio