Defined Financial Planning LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Defined Financial Planning LLC

$121 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 15, 2025	BUY	$13.05 - $13.97 $166,779 - $178,536	12,780 New	12,780 $174 Million

Others Institutions Holding PDBC

# of Institutions

426

Shares Held

300M

Call Options Held

33.5K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

100M
Shares

$1.37 Billion
0.26% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

32.8M
Shares

$448 Million
1.23% of portfolio
Lpl Financial LLC Fort Mill, SC

30.3M
Shares

$415 Million
0.13% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$250 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$217 Million
1.14% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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