Briaud Financial Planning, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History
Briaud Financial Planning, Inc
- $194 Million
- Q3 2024
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 $21.7 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
$21.7 Million
Previous $16.2 Million
36.76%
% of portfolio
11.44%
Previous 9.35%
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
433Shares Held
283MCall Options Held
23.5KPut Options Held
21.5K-
Wells Fargo & Company San Francisco, CA126MShares$1.66 Billion0.39% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$348 Million1.2% of portfolio
-
Morgan Stanley New York, NY20.9MShares$276 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$210 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC6.36MShares$83.8 Million0.01% of portfolio