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

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 12,329 shares of PDBC stock, worth $175,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,329
Previous 23,851 48.31%
Holding current value
$175,318
Previous $317,000 46.06%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$13.13 - $13.89 $151,283 - $160,040
-11,522 Reduced 48.31%
12,329 $171,000
Q4 2023

Feb 06, 2024
BUY
$13.3 - $15.17 $118,862 - $135,574
8,937 Added 59.92%
23,851 $317,000
Q3 2023

Oct 19, 2023
BUY
$13.62 - $15.34 $203,128 - $228,780
14,914 New
14,914 $222,000

Others Institutions Holding PDBC

# of Institutions
431
Shares Held
279M
Call Options Held
101K
Put Options Held
2.1K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

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