Congress Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 112,335 shares of PDBC stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
112,335
Previous 147,477 23.83%
Holding current value
$1.53 Million
Previous $2.07 Million 27.22%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$12.67 - $14.36 $445,249 - $504,639
-35,142 Reduced 23.83%
112,335 $1.51 Million
Q2 2024

Aug 13, 2024
SELL
$13.7 - $14.47 $260,272 - $274,901
-18,998 Reduced 11.41%
147,477 $2.07 Million
Q1 2024

Apr 18, 2024
SELL
$13.13 - $13.89 $172,974 - $182,986
-13,174 Reduced 7.33%
166,475 $2.31 Million
Q4 2023

Feb 09, 2024
BUY
$13.3 - $15.17 $974,557 - $1.11 Million
73,275 Added 68.88%
179,649 $2.39 Million
Q3 2023

Oct 30, 2023
SELL
$13.62 - $15.34 $55,024 - $61,973
-4,040 Reduced 3.66%
106,374 $1.59 Million
Q2 2023

Jul 13, 2023
SELL
$13.23 - $14.66 $95,547 - $105,874
-7,222 Reduced 6.14%
110,414 $1.5 Million
Q1 2023

Apr 14, 2023
SELL
$13.58 - $15.17 $52,608 - $58,768
-3,874 Reduced 3.19%
117,636 $1.67 Million
Q4 2022

Feb 02, 2023
SELL
$14.35 - $17.95 $112,704 - $140,979
-7,854 Reduced 6.07%
121,510 $1.8 Million
Q3 2022

Nov 08, 2022
SELL
$15.85 - $18.23 $1.88 Million - $2.16 Million
-118,556 Reduced 47.82%
129,364 $2.09 Million
Q2 2022

Aug 11, 2022
SELL
$17.71 - $20.69 $174,726 - $204,127
-9,866 Reduced 3.83%
247,920 $4.47 Million
Q1 2022

May 16, 2022
SELL
$14.12 - $19.06 $91,299 - $123,241
-6,466 Reduced 2.45%
257,786 $4.55 Million
Q4 2021

Feb 04, 2022
BUY
$13.45 - $22.71 $3.55 Million - $6 Million
264,252 New
264,252 $3.72 Million

Others Institutions Holding PDBC

# of Institutions
435
Shares Held
295M
Call Options Held
0
Put Options Held
105K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
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More about PDBC
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