Bennett Associates Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History

Bennett Associates Wealth Management

$130 Billion
Q2 2025

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 158,946 shares of PDBC stock, worth $2.08 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

158,946

Previous 193,897 18.03%

Holding current value

$2.08 Million

Previous $2.64 Billion 21.57%

% of portfolio

1.59%

Previous 2.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$12.21 - $13.9 $426,751 - $485,818	-34,951 Reduced 18.03%	158,946 $2.07 Billion
Q1 2025 Apr 09, 2025	BUY	$13.05 - $13.97 $27,013 - $28,917	2,070 Added 1.08%	193,897 $2.64 Billion
Q4 2024 Jan 14, 2025	SELL	$12.74 - $14.23 $132,432 - $147,920	-10,395 Reduced 5.14%	191,827 $2.49 Billion
Q3 2024 Nov 07, 2024	BUY	$12.67 - $14.36 $33,410 - $37,867	2,637 Added 1.32%	202,222 $2.72 Billion
Q2 2024 Jul 16, 2024	SELL	$13.7 - $14.47 $174,483 - $184,289	-12,736 Reduced 6.0%	199,585 $2.8 Billion
Q1 2024 Apr 22, 2024	BUY	$13.13 - $13.89 $584,048 - $617,854	44,482 Added 26.5%	212,321 $2.94 Billion
Q4 2023 Feb 14, 2024	BUY	$13.3 - $15.17 $2.23 Million - $2.55 Million	167,839 New	167,839 $2.23 Billion

Others Institutions Holding PDBC

# of Institutions

435

Shares Held

317M

Call Options Held

83K

Put Options Held

100

View Full List

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 Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Account

Bennett Associates Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History