Perissos Private Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 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 102,946 shares of PDBC stock, worth $1.4 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
102,946
Previous 107,929
4.62%
Holding current value
$1.4 Million
Previous $1.52 Billion
8.83%
% of portfolio
1.11%
Previous 1.36%
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
437Shares Held
283MCall Options Held
23.5KPut Options Held
21.5K-
Wells Fargo & Company San Francisco, CA126MShares$1.72 Billion0.39% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$360 Million1.2% of portfolio
-
Morgan Stanley New York, NY20.9MShares$285 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC6.36MShares$86.6 Million0.01% of portfolio