Bennett Associates Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Bennett Associates Wealth Management
- $138 Billion
- Q3 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 179,151 shares of PDBC stock, worth $2.45 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
179,151
Previous 158,946
12.71%
Holding current value
$2.45 Million
Previous $2.07 Billion
16.08%
% of portfolio
1.75%
Previous 1.59%
Shares
8 transactions
Others Institutions Holding PDBC
# of Institutions
427Shares Held
299MCall Options Held
33.5KPut Options Held
0-
Wells Fargo & Company San Francisco, CA100MShares$1.37 Billion0.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO32.8MShares$448 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.3MShares$415 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.3MShares$250 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio