Carolinas Wealth Consulting LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $535 Million
- Q1 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,865 shares of PDBC stock, worth $26,781. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,865
Previous 1,359
37.23%
Holding current value
$26,781
Previous $18,000
38.89%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
433Shares Held
280MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.79 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$345 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$324 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$228 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$78.2 Million2.77% of portfolio