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 1,650,044 shares of PDBC stock, worth $22.3 Million. This represents 11.44% of its overall portfolio holdings.

Number of Shares
1,650,044
Previous 1,153,299 43.07%
Holding current value
$22.3 Million
Previous $16.2 Million 36.76%
% of portfolio
11.44%
Previous 9.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ACT MGE ET CMDT FD TR


  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.