Defined Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Defined Wealth Management, LLC
- $140 Million
- Q2 2024
A detailed history of Defined Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Defined Wealth Management, LLC holds 50,613 shares of PDBC stock, worth $681,250. This represents 0.51% of its overall portfolio holdings.
Number of Shares
50,613
Previous 50,061
1.1%
Holding current value
$681,250
Previous $694,000
2.45%
% of portfolio
0.51%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding PDBC
# of Institutions
440Shares Held
299MCall Options Held
0Put Options Held
105K-
Wells Fargo & Company San Francisco, CA125MShares$1.69 Billion0.43% of portfolio
-
Morgan Stanley New York, NY24.9MShares$335 Million0.03% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24.5MShares$330 Million1.28% of portfolio
-
Personal Capital Advisors Corp15.9MShares$214 Million1.14% of portfolio
-
Goldman Sachs Group Inc New York, NY6.45MShares$86.8 Million0.02% of portfolio