Bennett Associates Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Bennett Associates Wealth Management
- $130 Billion
- Q2 2025
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 158,946 shares of PDBC stock, worth $2.06 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
158,946
Previous 193,897
18.03%
Holding current value
$2.06 Million
Previous $2.64 Billion
21.57%
% of portfolio
1.59%
Previous 2.18%
Shares
7 transactions
Others Institutions Holding PDBC
# of Institutions
433Shares Held
304MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.4 Billion0.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$409 Million1.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28.5MShares$370 Million0.13% of portfolio
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Morgan Stanley New York, NY18.5MShares$241 Million0.02% of portfolio
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Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio