A detailed history of C2 C Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, C2 C Wealth Management, LLC holds 14,522 shares of PDBC stock, worth $195,175. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,522
Previous 22,522 35.52%
Holding current value
$195,175
Previous $316,000 38.29%
% of portfolio
0.18%
Previous 0.31%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$12.67 - $14.36 $101,360 - $114,880
-8,000 Reduced 35.52%
14,522 $195,000
Q4 2023

Feb 13, 2024

SELL
$13.3 - $15.17 $35,364 - $40,337
-2,659 Reduced 10.56%
22,522 $299,000
Q3 2023

Oct 10, 2023

BUY
$13.62 - $15.34 $12,258 - $13,806
900 Added 3.71%
25,181 $376,000
Q2 2023

Jul 20, 2023

BUY
$13.23 - $14.66 $79,380 - $87,960
6,000 Added 32.82%
24,281 $330,000
Q4 2022

Feb 07, 2023

SELL
$14.35 - $17.95 $12,154 - $15,203
-847 Reduced 4.43%
18,281 $270,000
Q3 2022

Oct 12, 2022

SELL
$15.85 - $18.23 $129,938 - $149,449
-8,198 Reduced 30.0%
19,128 $325,000
Q2 2022

Jul 22, 2022

SELL
$17.71 - $20.69 $227,909 - $266,259
-12,869 Reduced 32.02%
27,326 $474,000
Q1 2022

Apr 29, 2022

BUY
$14.12 - $19.06 $36,824 - $49,708
2,608 Added 6.94%
40,195 $756,000
Q4 2021

Feb 23, 2022

BUY
$13.45 - $22.71 $505,545 - $853,600
37,587 New
37,587 $528,000

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 C2 C Wealth Management, LLC Portfolio

Follow C2 C Wealth Management, LLC 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 C2 C Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on C2 C Wealth Management, LLC with notifications on news.