Bedel Financial Consulting, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History

Bedel Financial Consulting, Inc.

$645 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	N/A	-542 Closed	0 $0
Q3 2018 Nov 01, 2018	SELL	N/A	-601 Reduced 52.58%	542 $10,000
Q2 2018 Jul 18, 2018	BUY	N/A	1,143 New	1,143 $21,000

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

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