Perissos Private Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Perissos Private Wealth Management, LLC
- $112 Billion
- Q2 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 107,929 shares of PDBC stock, worth $1.46 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
107,929
Previous 182,404
40.83%
Holding current value
$1.46 Million
Previous $2.53 Billion
40.06%
% of portfolio
1.36%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
429Shares Held
293MCall Options Held
0Put Options Held
105K-
Wells Fargo & Company San Francisco, CA125MShares$1.7 Billion0.43% of portfolio
-
Morgan Stanley New York, NY24.9MShares$336 Million0.03% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24.5MShares$332 Million1.28% of portfolio
-
Personal Capital Advisors Corp15.9MShares$215 Million1.14% of portfolio
-
Goldman Sachs Group Inc New York, NY6.45MShares$87.3 Million0.02% of portfolio