Aletheian Wealth Advisors LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 132,773 shares of PDBC stock, worth $1.69 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

132,773

Previous 128,771 3.11%

Holding current value

$1.69 Million

Previous $1.67 Million 6.88%

% of portfolio

1.05%

Previous 1.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$13.05 - $13.97 $52,226 - $55,907	4,002 Added 3.11%	132,773 $1.79 Million
Q4 2024 Feb 14, 2025	BUY	$12.74 - $14.23 $6,713 - $7,499	527 Added 0.41%	128,771 $1.67 Million
Q3 2024 Oct 25, 2024	SELL	$12.67 - $14.36 $772,553 - $875,601	-60,975 Reduced 32.22%	128,244 $1.72 Million
Q2 2024 Jul 26, 2024	BUY	$13.7 - $14.47 $101,297 - $106,991	7,394 Added 4.07%	189,219 $2.66 Million
Q1 2024 Apr 15, 2024	BUY	$13.13 - $13.89 $233,306 - $246,811	17,769 Added 10.83%	181,825 $2.52 Million
Q4 2023 Jan 05, 2024	BUY	$13.3 - $15.17 $233,667 - $266,521	17,569 Added 11.99%	164,056 $2.18 Million
Q3 2023 Oct 04, 2023	SELL	$13.62 - $15.34 $4,480 - $5,046	-329 Reduced 0.22%	146,487 $2.19 Million
Q2 2023 Jul 13, 2023	BUY	$13.23 - $14.66 $30,362 - $33,644	2,295 Added 1.59%	146,816 $2 Million
Q1 2023 May 11, 2023	BUY	$13.58 - $15.17 $539,737 - $602,931	39,745 Added 37.93%	144,521 $2.06 Million
Q4 2022 Jan 17, 2023	BUY	$14.35 - $17.95 $49,464 - $61,873	3,447 Added 3.4%	104,776 $0
Q3 2022 Oct 14, 2022	SELL	$15.85 - $18.23 $49,309 - $56,713	-3,111 Reduced 2.98%	101,329 $1.64 Million
Q2 2022 Jul 11, 2022	SELL	$17.71 - $20.69 $45,514 - $53,173	-2,570 Reduced 2.4%	104,440 $1.88 Million
Q1 2022 Apr 18, 2022	SELL	$14.12 - $19.06 $1.6 Million - $2.16 Million	-113,490 Reduced 51.47%	107,010 $1.89 Million
Q4 2021 Apr 12, 2022	BUY	$13.45 - $22.71 $2.97 Million - $5.01 Million	220,500 New	220,500 $3.1 Million

Others Institutions Holding PDBC

# of Institutions

453

Shares Held

318M

Call Options Held

83K

Put Options Held

100

View Full List

About INVESCO ACT MGE ET CMDT FD TR

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Aletheian Wealth Advisors LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History