Briaud Financial Planning, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History

Briaud Financial Planning, Inc

$252 Million
Q1 2025

A detailed history of Briaud Financial Planning, Inc transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 2,509,479 shares of PDBC stock, worth $34.9 Million. This represents 13.59% of its overall portfolio holdings.

Number of Shares

2,509,479

Previous 2,808,359 10.64%

Holding current value

$34.9 Million

Previous $36.5 Million 6.24%

% of portfolio

13.59%

Previous 14.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$13.05 - $13.97 $3.9 Million - $4.18 Million	-298,880 Reduced 10.64%	2,509,479 $34.2 Million
Q4 2024 Feb 07, 2025	BUY	$12.74 - $14.23 $14.8 Million - $16.5 Million	1,158,315 Added 70.2%	2,808,359 $36.5 Million
Q3 2024 Nov 08, 2024	BUY	$12.67 - $14.36 $6.29 Million - $7.13 Million	496,745 Added 43.07%	1,650,044 $22.2 Million
Q2 2024 Jul 26, 2024	BUY	$13.7 - $14.47 $6.77 Million - $7.15 Million	493,988 Added 74.92%	1,153,299 $16.2 Million
Q1 2024 May 03, 2024	BUY	$13.13 - $13.89 $8.66 Million - $9.16 Million	659,311 New	659,311 $9.15 Million

Others Institutions Holding PDBC

# of Institutions

452

Shares Held

318M

Call Options Held

83K

Put Options Held

100

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About INVESCO ACT MGE ET CMDT FD TR

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Briaud Financial Planning, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History