Briaud Financial Planning, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History
Briaud Financial Planning, Inc
- $254 Million
- Q2 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 2,540,275 shares of PDBC stock, worth $33.6 Million. This represents 13.06% of its overall portfolio holdings.
Number of Shares
2,540,275
Previous 2,509,479
1.23%
Holding current value
$33.6 Million
Previous $34.2 Million
3.15%
% of portfolio
13.06%
Previous 13.59%
Shares
6 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
305MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.43 Billion0.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$416 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5MShares$377 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.5MShares$245 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$210 Million1.14% of portfolio