Baron Silver Stevens Financial Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$15.21 - $18.16 $5,049 - $6,029	-332 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$13.22 - $15.29 $4,389 - $5,076	332 New	332 $5,000

Others Institutions Holding PDBC

# of Institutions

440

Shares Held

299M

Call Options Held

Put Options Held

105K

Wells Fargo & Company San Francisco, CA

125M
Shares

$1.69 Billion
0.43% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$335 Million
0.03% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24.5M
Shares

$330 Million
1.28% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$214 Million
1.14% of portfolio
Goldman Sachs Group Inc New York, NY

6.45M
Shares

$86.8 Million
0.02% of portfolio

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