Cfm Wealth Partners LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Cfm Wealth Partners LLC

$495 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$14.35 - $17.95 $788,647 - $986,496	54,958 New	54,958 $0

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.77 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$342 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$320 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$226 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$77.5 Million
2.77% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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