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

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 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 121,688 shares of PDBC stock, worth $1.65 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
121,688
Previous 132,773 8.35%
Holding current value
$1.65 Million
Previous $1.79 Million 11.3%
% of portfolio
0.81%
Previous 1.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$12.21 - $13.9 $135,347 - $154,081
-11,085 Reduced 8.35%
121,688 $1.59 Million
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
437
Shares Held
305M
Call Options Held
52.3K
Put Options Held
0
View Full List

About INVESCO ACT MGE ET CMDT FD TR

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