Beacon Harbor Wealth Advisors, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History

Beacon Harbor Wealth Advisors, Inc.

$378 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	N/A	-268,350 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	N/A	268,350 New	268,350 $3.77 Million

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.77 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$342 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$320 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$226 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$77.5 Million
2.77% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Harbor Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Harbor Wealth Advisors, Inc. with notifications on news.