Marshall & Sterling Wealth Advisors Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,605 shares of PDBC stock, worth $20,848. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,605
Previous 966
66.15%
Holding current value
$20,848
Previous $13.2 Million
58.95%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
431Shares Held
322MCall Options Held
83KPut Options Held
100-
Wells Fargo & Company San Francisco, CA121MShares$1.57 Billion0.38% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$409 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5MShares$370 Million0.13% of portfolio
-
Morgan Stanley New York, NY21.2MShares$275 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio