Bennett Associates Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Bennett Associates Wealth Management
- $122 Billion
- Q3 2024
A detailed history of Bennett Associates Wealth Management transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Bennett Associates Wealth Management holds 202,222 shares of PDBC stock, worth $2.7 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
202,222
Previous 199,585
1.32%
Holding current value
$2.7 Million
Previous $2.8 Billion
3.15%
% of portfolio
2.22%
Previous 2.53%
Shares
4 transactions
Others Institutions Holding PDBC
# of Institutions
437Shares Held
283MCall Options Held
23.5KPut Options Held
21.5K-
Wells Fargo & Company San Francisco, CA126MShares$1.68 Billion0.39% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$352 Million1.2% of portfolio
-
Morgan Stanley New York, NY20.9MShares$280 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$213 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC6.36MShares$84.9 Million0.01% of portfolio